Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en A Symphony of Collaboration is the Key http://wealthmanagement.com/estate-planning/symphony-collaboration-key <div class="field-deck"> Better and more efficient planning for clients </div> <div class="node-body article-body">The model for a client planning team should be a symphony, with each advisor playing in harmony with the others, making beautiful planning music. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/symphony-collaboration-key" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/symphony-collaboration-key#comments Client Relations Estate Planning Public Tue, 01 Sep 2015 19:31:00 +0000 981521 at http://wealthmanagement.com Comstock/Stockbyte/Thinkstock Retirement Account Death Benefits http://wealthmanagement.com/retirement-planning/retirement-account-death-benefits-0 <div class="node-body article-body">The IRS has published a safe harbor Notice that may be used to advise both employees and beneficiaries of their rollover options.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/retirement-account-death-benefits-0" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/retirement-account-death-benefits-0#comments Retirement Planning Public Tue, 01 Sep 2015 14:15:00 +0000 981081 at http://wealthmanagement.com Copyright Joe Raedle, Getty Images What's Hot in Estate Planning Right Now May Surprise You http://wealthmanagement.com/estate-planning/whats-hot-estate-planning-right-now-may-surprise-you <div class="node-body article-body">Estate planning has truly evolved over the past 20 years and is now harder than ever before.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/whats-hot-estate-planning-right-now-may-surprise-you" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/whats-hot-estate-planning-right-now-may-surprise-you#comments Estate Planning Public Tue, 01 Sep 2015 13:54:00 +0000 981071 at http://wealthmanagement.com The REP. Index: By the Numbers http://wealthmanagement.com/industry/rep-index-numbers <div class="node-body article-body">REP. Readers Do It by the Numbers </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry/rep-index-numbers" target="_blank">read more</a></p> http://wealthmanagement.com/industry/rep-index-numbers#comments Industry Taxes Technology High Net Worth Retirement Planning Tue, 01 Sep 2015 13:14:00 +0000 975171 at http://wealthmanagement.com Brokers Fume as US Looks to Protect Investors From Expensive Duds http://wealthmanagement.com/industry/brokers-fume-us-looks-protect-investors-expensive-duds <div class="field-byline"> Jed Horowitz </div> <div class="node-body article-body">For most people saving for retirement, buying a non-tradeable real estate investment trust that charges fees and commissions of 11 percent or more doesn't sound like a good deal.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry/brokers-fume-us-looks-protect-investors-expensive-duds" target="_blank">read more</a></p> http://wealthmanagement.com/industry/brokers-fume-us-looks-protect-investors-expensive-duds#comments Industry Real Estate Retirement Planning Tue, 01 Sep 2015 11:00:00 +0000 980921 at http://wealthmanagement.com SEC Warns Brokers on Structured Notes http://wealthmanagement.com/blog/sec-warns-brokers-structured-notes <div class="node-body blog-body">The Securities and Exchange Commission is warning broker/dealers that their guardrails around selling so-called structured notes are severely lacking. </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/sec-warns-brokers-structured-notes" target="_blank">read more</a></p> http://wealthmanagement.com/blog/sec-warns-brokers-structured-notes#comments Industry People Blogs Estate Planning Regulation & Compliance The Daily Brief Tue, 01 Sep 2015 09:00:00 +0000 980391 at http://wealthmanagement.com Stock Market Volatility Bodes Well for Secondary Market Policy Sellers http://wealthmanagement.com/insurance/stock-market-volatility-bodes-well-secondary-market-policy-sellers <div class="node-body article-body">for professional advisors whose senior clients may be seeking to sell their life insurance policies in the secondary market, and for institutional investors who purchase them, there’s an upside to the stock market’s downslide.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/stock-market-volatility-bodes-well-secondary-market-policy-sellers" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/stock-market-volatility-bodes-well-secondary-market-policy-sellers#comments Insurance Public Mon, 31 Aug 2015 18:55:00 +0000 980311 at http://wealthmanagement.com Copyright Andrew Burton, Getty Images If You Own Property Outside of the US, These New EU Rules Will Impact Estate Planning http://wealthmanagement.com/estate-planning/if-you-own-property-outside-us-these-new-eu-rules-will-impact-estate-planning <div class="node-body article-body">A new rule from the European Union that is currently in effect will give your clients the option to choose which country’s laws they want to apply to their will.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/if-you-own-property-outside-us-these-new-eu-rules-will-impact-estate-planning" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/if-you-own-property-outside-us-these-new-eu-rules-will-impact-estate-planning#comments Taxes Kansas & Missouri Estate Planning Estate Planning Mon, 31 Aug 2015 15:52:00 +0000 980081 at http://wealthmanagement.com Klaus Hollitzer/iStock/Thinkstock Tax Benefits for Many U.K. Non-Doms to Be Reduced http://wealthmanagement.com/high-net-worth/tax-benefits-many-uk-non-doms-be-reduced <div class="node-body article-body">The UK government announced sweeping changes to the taxation of “resident non doms,” a classification of individuals who receive favorable tax treatment from the UK government.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/tax-benefits-many-uk-non-doms-be-reduced" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/tax-benefits-many-uk-non-doms-be-reduced#comments Taxes Bryan Cave: Life, Death and Taxes High Net Worth Mon, 31 Aug 2015 14:40:00 +0000 980091 at http://wealthmanagement.com Digital Vision./Photodisc/Thinkstock How to Get a Date of Death Basis on a Surviving Spouse’s Death http://wealthmanagement.com/estate-planning/how-get-date-death-basis-surviving-spouse-s-death <div class="field-deck"> Grant a general power of appointment </div> <div class="node-body article-body">Some practitioners are promoting a method to obtain a date-of-death basis adjustment on the death of a surviving spouse.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/how-get-date-death-basis-surviving-spouse-s-death" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/how-get-date-death-basis-surviving-spouse-s-death#comments Estate Planning Public Mon, 31 Aug 2015 14:39:00 +0000 980011 at http://wealthmanagement.com Copyright Win McNamee, Getty Images