Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en Religion and Estate Planning http://wealthmanagement.com/estate-planning/religion-and-estate-planning <div class="field-deck"> Integrate your client’s religious concerns into the drafting of many common legal documents </div> <div class="node-body article-body">Showing sensitivity to a client’s religious concerns should be an integral component of estate planning. </div> <p><a href="http://wealthmanagement.com/estate-planning/religion-and-estate-planning" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/religion-and-estate-planning#comments Estate Planning Public Tue, 27 Sep 2016 19:36:00 +0000 1338831 at http://wealthmanagement.com Copyright Karen Ducey, Getty Images Brangelina Split Raises Topic of Pre-Suit Divorce Settlements http://wealthmanagement.com/estate-planning/brangelina-split-raises-topic-pre-suit-divorce-settlements <div class="field-deck"> Public uncoupling may have estate-planning implications </div> <div class="node-body article-body">Peter L. Gladstone and Jeffrey A. Weissman explain why high net worth clients need to keep divorce agreements out of the public eye. </div> <p><a href="http://wealthmanagement.com/estate-planning/brangelina-split-raises-topic-pre-suit-divorce-settlements" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/brangelina-split-raises-topic-pre-suit-divorce-settlements#comments Estate Planning High Net Worth Public Tue, 27 Sep 2016 17:36:00 +0000 1338401 at http://wealthmanagement.com <p>Questioning why Angelina Jolie decided to file for divorce publicly instead of a privately negotiated pre-suit settlement.</p> Copyright Dimitrios Kambouris, Getty Images What Advisors Need to Know About Living Wills http://wealthmanagement.com/estate-planning/what-advisors-need-know-about-living-wills <div class="node-body article-body">It is essential that to be educated on advance directive documents, in order to guide clients wisely. </div> <p><a href="http://wealthmanagement.com/estate-planning/what-advisors-need-know-about-living-wills" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/what-advisors-need-know-about-living-wills#comments Longevity Lifestyle Preparation Client Relations Estate Planning Tue, 27 Sep 2016 16:19:00 +0000 1338351 at http://wealthmanagement.com <p>Have a plan for your clients before it gets to this point.</p> Jochen Sands/DigitalVision/Thinkstock The Value of Social Networks in Retirement http://wealthmanagement.com/longevity-lifestyle-preparation/value-social-networks-retirement <div class="field-byline"> Sponsored by Great-West Financial </div> <div class="node-body article-body">As an advisor, you are a pro at talking to your clients about their investments, but it's just as important to discuss their families, hobbies and other pursuits. </div> <p><a href="http://wealthmanagement.com/longevity-lifestyle-preparation/value-social-networks-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/longevity-lifestyle-preparation/value-social-networks-retirement#comments Longevity Lifestyle Preparation Tue, 27 Sep 2016 16:12:00 +0000 1338341 at http://wealthmanagement.com Congratulations America: Your Paycheck Will Soon Clear in One Day http://wealthmanagement.com/industry/congratulations-america-your-paycheck-will-soon-clear-one-day <div class="field-byline"> Ben Steverman and Jennifer Surane </div> <div class="node-body article-body">The antiquated network known as the Automated Clearing House, or ACH, is finally getting an upgrade.</div> <p><a href="http://wealthmanagement.com/industry/congratulations-america-your-paycheck-will-soon-clear-one-day" target="_blank">read more</a></p> http://wealthmanagement.com/industry/congratulations-america-your-paycheck-will-soon-clear-one-day#comments Industry Retirement Planning Tue, 27 Sep 2016 13:56:00 +0000 1338121 at http://wealthmanagement.com Copyright Mark Wilson, Getty Images David Bowie's Art Collection Arrives in NY Ahead of November Sale http://wealthmanagement.com/valuations/david-bowies-art-collection-arrives-ny-ahead-november-sale <div class="node-body article-body">Sotheby's on Monday previewed the contemporary art collection of late rock star David Bowie at their gallery headquarters in New York ahead of its auction in November.</div> <p><a href="http://wealthmanagement.com/valuations/david-bowies-art-collection-arrives-ny-ahead-november-sale" target="_blank">read more</a></p> http://wealthmanagement.com/valuations/david-bowies-art-collection-arrives-ny-ahead-november-sale#comments High Net Worth Valuations Tue, 27 Sep 2016 13:03:00 +0000 1336981 at http://wealthmanagement.com <p>Damien Hirst collaborated with&nbsp;with David Bowie on this painting, entitled,&nbsp;<em>Beautiful, hallo, space-boy painting</em>, 1995.&nbsp;</p> Image via Sotheby's What Estate Planning Documents are "Must-Haves"? http://wealthmanagement.com/estate-planning/what-estate-planning-documents-are-must-haves <div class="node-body article-body">There are really three (the big 3 if you will) that are non-negotiable.</div> <p><a href="http://wealthmanagement.com/estate-planning/what-estate-planning-documents-are-must-haves" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/what-estate-planning-documents-are-must-haves#comments Kansas & Missouri Estate Planning Estate Planning Tue, 27 Sep 2016 13:00:00 +0000 1336121 at http://wealthmanagement.com Advice a Growth Driver for Discount Brokers http://wealthmanagement.com/blog/advice-growth-driver-discount-brokers <div class="node-body blog-body">Financial advice a key growth driver for discount brokers, retirees now have pensions but future retirees won't and Vanare integrates with TD Ameritrade's iRebal platform.</div> <p><a href="http://wealthmanagement.com/blog/advice-growth-driver-discount-brokers" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advice-growth-driver-discount-brokers#comments Industry Technology Blogs Retirement Planning The Daily Brief Tue, 27 Sep 2016 10:00:00 +0000 1336901 at http://wealthmanagement.com In Greenwich, That $250,000 Mercedes Isn’t the Hit It Was http://wealthmanagement.com/high-net-worth/greenwich-250000-mercedes-isn-t-hit-it-was <div class="field-byline"> Oshrat Carmiel and Katia Porzecanski </div> <div class="node-body article-body">In affluent, leafy Greenwich, Conn., the wealthy are becoming increasingly frugal. </div> <p><a href="http://wealthmanagement.com/high-net-worth/greenwich-250000-mercedes-isn-t-hit-it-was" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/greenwich-250000-mercedes-isn-t-hit-it-was#comments High Net Worth Mon, 26 Sep 2016 14:58:00 +0000 1336211 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images Projected Inflation-Adjusted Estate, Gift and GST Tax Exclusion Amounts for 2017 Now Available http://wealthmanagement.com/estate-planning/projected-inflation-adjusted-estate-gift-and-gst-tax-exclusion-amounts-2017-now-avai <div class="node-body article-body">Thompson Reuters Checkpoint has released their projected inflation-adjusted Estate, Gift, GST tax, and other exclusion amounts for 2017.</div> <p><a href="http://wealthmanagement.com/estate-planning/projected-inflation-adjusted-estate-gift-and-gst-tax-exclusion-amounts-2017-now-avai" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/projected-inflation-adjusted-estate-gift-and-gst-tax-exclusion-amounts-2017-now-avai#comments Taxes Bryan Cave: Life, Death and Taxes Estate Planning Mon, 26 Sep 2016 13:32:00 +0000 1332191 at http://wealthmanagement.com