Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en Sell Half, Keep Half -- Newest Life Settlement Option http://wealthmanagement.com/insurance/sell-half-keep-half-newest-life-settlement-option <div class="field-byline"> Stephen Terrell </div> <div class="field-deck"> Retained death benefits allow a senior to sell a life insurance policy for immediate cash but also keep a portion of the death benefit for loved ones </div> <div class="node-body article-body"><p>The most exciting development in the life settlement industry in recent years is a new product known as retained death benefits.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/sell-half-keep-half-newest-life-settlement-option" target="_blank">read more</a></p> Asset Protection Insurance Wealth Planning Fri, 29 Aug 2014 14:00:00 +0000 640731 at http://wealthmanagement.com agustavop/iStock/Thinkstock Optimizing Social Security Benefits for Unmarried Couples http://wealthmanagement.com/estate-planning/optimizing-social-security-benefits-unmarried-couples <div class="field-deck"> Quantifying the financial advantages of marriage </div> <div class="node-body article-body">If you have unmarried (same-sex or opposite-sex) clients who are in long-term committed relationships, you can add enormous value to your services by advising them of the financial advantages and disadvantages of getting married.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/optimizing-social-security-benefits-unmarried-couples" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/optimizing-social-security-benefits-unmarried-couples#comments Estate Planning Public Fri, 29 Aug 2014 13:00:00 +0000 636291 at http://wealthmanagement.com Paying it Forward http://wealthmanagement.com/college-planning/paying-it-forward <div class="field-deck"> Help families support education without extinguishing the drive to save </div> <div class="node-body article-body">Sometimes offering to pay for a grandchild's education can hinder instead of help</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/college-planning/paying-it-forward" target="_blank">read more</a></p> http://wealthmanagement.com/college-planning/paying-it-forward#comments College Planning High Net Worth Premium T&E Thu, 28 Aug 2014 16:52:00 +0000 636301 at http://wealthmanagement.com Why 'Unretirement' Might Be Your Best Retirement Strategy http://wealthmanagement.com/retirement-planning/why-unretirement-might-be-your-best-retirement-strategy <div class="field-deck"> Developing skills that can help you earn income well past traditional retirement age offers a better return on investment than any financial instrument </div> <div class="node-body article-body">Chris Farrell has a hot retirement investing tip for you, but it's not a stock or bond.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/why-unretirement-might-be-your-best-retirement-strategy" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/why-unretirement-might-be-your-best-retirement-strategy#comments Retirement Planning Investment Thu, 28 Aug 2014 12:00:00 +0000 640291 at http://wealthmanagement.com Copyright Bill Pugliano, Getty Images Addressing Financial Elder Abuse http://wealthmanagement.com/high-net-worth/addressing-financial-elder-abuse <div class="field-deck"> Should the bar for protective intervention be lower? </div> <div class="node-body article-body">Michael Gilfix calls on personal experience to warn against the dangers of financial elder abuse</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/addressing-financial-elder-abuse" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/addressing-financial-elder-abuse#comments High Net Worth Premium T&E Wed, 27 Aug 2014 13:41:00 +0000 636281 at http://wealthmanagement.com One Lump Sum or Small Payments? http://wealthmanagement.com/retirement-planning/one-lump-sum-or-small-payments <div class="field-deck"> Soon-to-be retirees should be careful when deciding how to take money out of a pension account. </div> <div class="node-body article-body">Soon-to-be retirees should be careful when deciding how to take money out of a pension account. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/one-lump-sum-or-small-payments" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/one-lump-sum-or-small-payments#comments Estate Planning Retirement Planning Wed, 27 Aug 2014 13:03:00 +0000 638081 at http://wealthmanagement.com Copyright Vladimir Godnik, Getty Images Don’t Wait, Formalize your Succession Plan Now http://wealthmanagement.com/family-business/don-t-wait-formalize-your-succession-plan-now <div class="field-byline"> Jay W. Penn </div> <div class="field-deck"> Without a succession plan, advisors are placing themselves, their families and their clients at serious financial risk. </div> <div class="node-body article-body">Without a succession plan, advisors are placing themselves, their families and their clients at serious financial risk.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/don-t-wait-formalize-your-succession-plan-now" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/don-t-wait-formalize-your-succession-plan-now#comments Family Business Wealth Planning Wed, 27 Aug 2014 13:00:00 +0000 638961 at http://wealthmanagement.com Janka Dharmasena/iStock/Thinkstock Industry Insights with Rehmann Financial's Joe Heider http://wealthmanagement.com/wealth-planning/industry-insights-rehmann-financials-joe-heider <div class="node-body video-body">Joe Heider, Regional Managing Principal, Rehmann Financial Group, discusses the best practices for financial advisors working with retiring small business owners. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wealth-planning/industry-insights-rehmann-financials-joe-heider" target="_blank">read more</a></p> http://wealthmanagement.com/wealth-planning/industry-insights-rehmann-financials-joe-heider#comments Wealth Planning Retirement Planning Tue, 26 Aug 2014 19:45:00 +0000 638881 at http://wealthmanagement.com Meet our Valuations Committee http://wealthmanagement.com/valuations/meet-our-valuations-committee <div class="node-body gallery-body">An introduction to Trusts & Estates' Valuations Committee.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/valuations/meet-our-valuations-committee" target="_blank">read more</a></p> http://wealthmanagement.com/valuations/meet-our-valuations-committee#comments Valuations Tue, 26 Aug 2014 14:23:00 +0000 638591 at http://wealthmanagement.com Social Security Survivor Benefits Simplified http://wealthmanagement.com/retirement-planning/social-security-survivor-benefits-simplified <div class="field-deck"> What you need to know about survivor benefits </div> <div class="node-body article-body">In many cases, survivor benefits can have just as much of an impact as spousal benefits.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/social-security-survivor-benefits-simplified" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/social-security-survivor-benefits-simplified#comments Retirement Planning Tue, 26 Aug 2014 13:39:00 +0000 638551 at http://wealthmanagement.com zimmytws/iStock/Thinkstock