Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en How to Give Away a Billion Dollar Jackpot http://wealthmanagement.com/high-net-worth/how-give-away-billion-dollar-jackpot <div class="node-body article-body">Maximizing the positive social impact of wealth requires a bit of planning, a bit of thought and a lot of hard work.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/how-give-away-billion-dollar-jackpot" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/how-give-away-billion-dollar-jackpot#comments High Net Worth Philanthropy Fri, 05 Feb 2016 17:05:00 +0000 1099861 at http://wealthmanagement.com AdamG1975/iStock/Thinkstock Charitable Deduction Laws Now Permanent http://wealthmanagement.com/philanthropy/charitable-deduction-laws-now-permanent <div class="node-body article-body">Let's review the charitable provisions that expired in 2014 and are extended permanently (retroactive to 2015).</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/charitable-deduction-laws-now-permanent" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/charitable-deduction-laws-now-permanent#comments Legal Philanthropy Public Fri, 05 Feb 2016 15:55:00 +0000 1099651 at http://wealthmanagement.com A View from the Audience at Heckerling (2016): Part I http://wealthmanagement.com/estate-planning/view-audience-heckerling-2016-part-i <div class="field-deck"> A transformation unfolds before our eyes </div> <div class="node-body article-body">The world continues to become smaller – both as a result of continued advancements in technology and due to initiatives commenced both in the United States and abroad to combat money laundering and to promote tax transparency</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/view-audience-heckerling-2016-part-i" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/view-audience-heckerling-2016-part-i#comments Estate Planning Public Fri, 05 Feb 2016 15:32:00 +0000 1099641 at http://wealthmanagement.com Emotional Scars http://wealthmanagement.com/blog/emotional-scars <div class="node-body blog-body">Investors are still skittish about the economy, Wealth Access and Orion increase integration, estate tax changes and Hillary Clinton gets "the question" from a financial advisor.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/emotional-scars" target="_blank">read more</a></p> http://wealthmanagement.com/blog/emotional-scars#comments People Technology Blogs Estate Planning Asset Management The Daily Brief Fri, 05 Feb 2016 11:00:00 +0000 1098751 at http://wealthmanagement.com Intentionally Defective Grantor Trusts are Anything but Busted http://wealthmanagement.com/estate-planning/intentionally-defective-grantor-trusts-are-anything-busted <div class="node-body article-body">An intentionally defective grantor trust is an extremely effective tool that accomplishes multiple objectives.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/intentionally-defective-grantor-trusts-are-anything-busted" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/intentionally-defective-grantor-trusts-are-anything-busted#comments New York Estate Planning Lawyer Blog Estate Planning Fri, 05 Feb 2016 07:04:00 +0000 1090641 at http://wealthmanagement.com High Net Worth Individuals Plan to Invest More in Early 2016 http://wealthmanagement.com/high-net-worth/high-net-worth-individuals-plan-invest-more-early-2016 <div class="node-body article-body">It appears global high-net-worth investors may be conquering their fears and looking to push some of their chips into the middle of the table in early 2016.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/high-net-worth-individuals-plan-invest-more-early-2016" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/high-net-worth-individuals-plan-invest-more-early-2016#comments High Net Worth Public Thu, 04 Feb 2016 16:52:00 +0000 1098631 at http://wealthmanagement.com <p>Three-fourths of high-net-worth investors indicated that they intended to increase their investments in the first half of 2016.</p> Copyright Ethan Miller, Getty Images Go For Gold? http://wealthmanagement.com/blog/go-gold <div class="node-body blog-body">Negative interest rates helping gold prices recover, investors don't understand fixed income, Cambridge names fiduciary czar and ancient artifacts found.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/go-gold" target="_blank">read more</a></p> http://wealthmanagement.com/blog/go-gold#comments People Alternative Investments Blogs Fixed Income High Net Worth Valuations The Daily Brief Thu, 04 Feb 2016 11:00:00 +0000 1097861 at http://wealthmanagement.com <p><em>Copyright Mark Kolbe, Getty Images</em></p> Is It Time to Take Your Clients' 401(k) Off Auto-Pilot? http://wealthmanagement.com/retirement-planning/it-time-take-your-clients-401k-auto-pilot <div class="field-byline"> Beth Pinsker </div> <div class="node-body article-body">The U.S. stock market selloff ushered in the New Year with such a scare that a record 6 million investors called Fidelity Investments asking what they should do with their money.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/it-time-take-your-clients-401k-auto-pilot" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/it-time-take-your-clients-401k-auto-pilot#comments Equities Retirement Planning Thu, 04 Feb 2016 05:01:00 +0000 1098181 at http://wealthmanagement.com What is "Don't Die Rich" Estate Planning? http://wealthmanagement.com/estate-planning/what-dont-die-rich-estate-planning <div class="field-byline"> Kyle Krull </div> <div class="node-body article-body">The focus is on your clients enjoying their resources through lifetime generosity to loved ones and their favorite charities.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/what-dont-die-rich-estate-planning" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/what-dont-die-rich-estate-planning#comments Kansas & Missouri Estate Planning Estate Planning Philanthropy Thu, 04 Feb 2016 02:36:00 +0000 1098171 at http://wealthmanagement.com Spotmatik/iStock/Thinkstock Health Care Decisions: Black and White Vs. Gray Areas http://wealthmanagement.com/insurance/health-care-decisions-black-and-white-vs-gray-areas <div class="node-body article-body">These scenarios are often unpredictable and can be confusing or stressful. They may, at times, even feel unfair.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/health-care-decisions-black-and-white-vs-gray-areas" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/health-care-decisions-black-and-white-vs-gray-areas#comments Atlantic Trust Insurance Estate Planning Wed, 03 Feb 2016 19:43:00 +0000 1098071 at http://wealthmanagement.com Copyright Christopher Furlong, Getty Images