Asset Protection http://wealthmanagement.com/taxonomy/term/23491/more en Morbid Investments Become Wealth Planning Strategy http://wealthmanagement.com/insurance/morbid-investments-become-wealth-planning-strategy <div class="field-byline"> Stephen Terrell </div> <div class="node-body article-body"><p>The perception of life settlements as a bona fide financial planning tool has gained ground, but questions still remain from some financial advisers and individuals about how life settlements work and what happens when a third party now owns a policy on your life.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/morbid-investments-become-wealth-planning-strategy" target="_blank">read more</a></p> Asset Protection Insurance Wealth Planning Thu, 17 Jul 2014 13:49:00 +0000 606001 at http://wealthmanagement.com kzenon/iStock/Thinkstock Saft: Jobs Data Doesn't Change Yellen Sweet Spot http://wealthmanagement.com/markets/saft-jobs-data-doesnt-change-yellen-sweet-spot <div class="field-byline"> Reuters </div> <div class="field-deck"> U.S. nonfarm payrolls increased by 288,000 last month, topping the 200,000 level for five straight months for the first time since the late 1990s </div> <div class="node-body article-body">Good news on the jobs front is even better news for investors in risk assets as it does little to move markets away from the Janet Yellen sweet spot.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/markets/saft-jobs-data-doesnt-change-yellen-sweet-spot" target="_blank">read more</a></p> http://wealthmanagement.com/markets/saft-jobs-data-doesnt-change-yellen-sweet-spot#comments Asset Protection Markets Mon, 07 Jul 2014 15:59:00 +0000 597601 at http://wealthmanagement.com <p>Federal Reserve Chair Janet Yellen</p> Inherited IRAS Now Fair Game For Liquidation in Individual Bankruptcy Proceedings http://wealthmanagement.com/retirement-planning/inherited-iras-now-fair-game-liquidation-individual-bankruptcy-proceedings <div class="field-deck"> If it’s not myRA, say good-byRA </div> <div class="node-body article-body">The U.S. Supreme Court held that funds held in inherited IRAs aren’t “retirement funds” under the Bankruptcy Code and are therefore not entitled to exemption from a debtor’s bankruptcy estate.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/inherited-iras-now-fair-game-liquidation-individual-bankruptcy-proceedings" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/inherited-iras-now-fair-game-liquidation-individual-bankruptcy-proceedings#comments Asset Protection Retirement Planning Public Wed, 25 Jun 2014 18:05:00 +0000 591951 at http://wealthmanagement.com Smart Tax Planning: How Your Vacation Property Can Provide Savings http://wealthmanagement.com/asset-protection/smart-tax-planning-how-your-vacation-property-can-provide-savings <div class="field-byline"> Venita Zavidny </div> <div class="node-body article-body">As property values around the country continue to recover, many families now list their primary residence and vacation homes among their most valuable assets. As such, these homes may be excellent candidates for beneficial estate planning techniques.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/smart-tax-planning-how-your-vacation-property-can-provide-savings" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/smart-tax-planning-how-your-vacation-property-can-provide-savings#comments Asset Protection Wealth Planning Fri, 20 Jun 2014 18:45:00 +0000 587271 at http://wealthmanagement.com piovesempre/iStock/Thinkstock Industry Insights with Legacy Capitals' Richard Orlando http://wealthmanagement.com/wealth-planning/industry-insights-legacy-capitals-richard-orlando <div class="node-body video-body">Spiritual Capital: Legacy Capitals Founder and CEO Richard Orlando discusses optimizing a family's wealth decisions. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wealth-planning/industry-insights-legacy-capitals-richard-orlando" target="_blank">read more</a></p> http://wealthmanagement.com/wealth-planning/industry-insights-legacy-capitals-richard-orlando#comments Asset Protection Wealth Planning Estate Planning Wed, 18 Jun 2014 20:41:00 +0000 586561 at http://wealthmanagement.com Opportunities in the Alternative Asset Marketplace for Advisors: Peer-to-Peer Lending http://wealthmanagement.com/asset-management/opportunities-alternative-asset-marketplace-advisors-peer-peer-lending <div class="field-byline"> Reggie Karas </div> <div class="node-body article-body">While there is much talk in the media about P2P lending firms, very little ink is currently being spilled about how these changes also affect the role of many of the investment industry’s essential service providers—such as qualified custodians. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-management/opportunities-alternative-asset-marketplace-advisors-peer-peer-lending" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/opportunities-alternative-asset-marketplace-advisors-peer-peer-lending#comments Investment Asset Protection Wealth Planning Asset Management Wed, 18 Jun 2014 14:47:00 +0000 586221 at http://wealthmanagement.com Andrey Popov/iStock/Thinkstock When Clients Lose Mental Acuity http://wealthmanagement.com/client-relations/when-clients-lose-mental-acuity <div class="field-deck"> As baby boomers age and lifespans increase, the problem will likely become more common </div> <div class="node-body article-body">Working with clients who are losing mental capacity can often be a difficult and touchy task. But advisors can take steps to address the problem in a caring way. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/when-clients-lose-mental-acuity" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/when-clients-lose-mental-acuity#comments Asset Protection Client Relations Practice Management Tue, 17 Jun 2014 13:00:00 +0000 584491 at http://wealthmanagement.com Millionaires' Top Five Investing Mistakes http://wealthmanagement.com/investment/millionaires-top-five-investing-mistakes <div class="node-body gallery-body">There are many mistakes to be made when investing. But some are more common (and more costly) than others.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/investment/millionaires-top-five-investing-mistakes" target="_blank">read more</a></p> http://wealthmanagement.com/investment/millionaires-top-five-investing-mistakes#comments Investment 2014 Morningstar Investment Conference Asset Protection Wealth Planning Asset Management Tue, 03 Jun 2014 14:20:00 +0000 575171 at http://wealthmanagement.com <p>Copyright Robert Byron/Hemera/Thinkstock</p> A Trustee’s Guide to the Uniform Principal and Income Act http://wealthmanagement.com/asset-protection/trustee-s-guide-uniform-principal-and-income-act <div class="field-deck"> Courts clarify how to properly use the power to adjust and the ability to make a unitrust election </div> <div class="node-body article-body">Gail E. Cohen & Erin Gilmore Smith offer an overview of the scant guidance provided by courts on the various fiduciary issues raised by this act</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/trustee-s-guide-uniform-principal-and-income-act" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/trustee-s-guide-uniform-principal-and-income-act#comments Asset Protection Premium T&E Mon, 21 Apr 2014 15:07:00 +0000 540981 at http://wealthmanagement.com RMDs: A Primer http://wealthmanagement.com/strategies/rmds-primer <div class="field-deck"> Required minimum distributions can mean more income, more taxes, and more problems if not handled correctly </div> <div class="node-body article-body">If retirement account owners don’t take out at least the minimum amount at the right time, they could get hit with a penalty for as much as 50 percent.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/strategies/rmds-primer" target="_blank">read more</a></p> http://wealthmanagement.com/strategies/rmds-primer#comments Asset Protection Strategies Taxes Retirement Planning Public Wed, 16 Apr 2014 20:33:00 +0000 538261 at http://wealthmanagement.com