Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en Whither The Gold Bug? http://wealthmanagement.com/blog/whither-gold-bug <div class="node-body blog-body">Financial advisor and Bloomberg View columnist Barry Ritholtz wonders why, with Greece on the brink of collapse, stock markets down 2 percent in one day and volatility spiking, the price of gold has not moved higher. </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/whither-gold-bug" target="_blank">read more</a></p> http://wealthmanagement.com/blog/whither-gold-bug#comments Industry People Alternative Investments Blogs Retirement Planning The Daily Brief Thu, 02 Jul 2015 09:00:00 +0000 935351 at http://wealthmanagement.com Protecting Dementia Sufferers From Scammers Gains Ground in U.S. http://wealthmanagement.com/estate-planning/protecting-dementia-sufferers-scammers-gains-ground-us <div class="field-byline"> Suzanne Barlyn and Elizabeth Dilts </div> <div class="node-body article-body">Two years after New York socialite Brooke Astor died in 2007, her son, Anthony Marshall, was convicted of bilking her of millions of dollars. The heiress suffered from dementia, and did not know that her son, charged with her care, was paying himself exorbitant amounts from her assets.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/protecting-dementia-sufferers-scammers-gains-ground-us" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/protecting-dementia-sufferers-scammers-gains-ground-us#comments Estate Planning High Net Worth Wed, 01 Jul 2015 22:46:00 +0000 935381 at http://wealthmanagement.com <p>Brooke Astor</p> Copyright Peter Kramer, Getty Images Unitrusts To the Rescue http://wealthmanagement.com/estate-planning/unitrusts-rescue <div class="node-body article-body">Martin M. Shenkman considers circumstances in which use of this financial vehicle is beneficial for the client</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/unitrusts-rescue" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/unitrusts-rescue#comments Estate Planning Wed, 01 Jul 2015 17:27:00 +0000 935321 at http://wealthmanagement.com Mayorov Maxim/Hemera/Thinkstock The Challenge of Taking Care of Seniors http://wealthmanagement.com/insurance/challenge-taking-care-seniors <div class="node-body article-body">According to the Senate Select Committee on Aging and Long Term Care, “[r]eliance upon our existing patchwork of programs and services to serve our growing aging and disabled population will result in unnecessary expenditures, inequitable access, and irrelevant services.”</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Aggregated </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/challenge-taking-care-seniors" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/challenge-taking-care-seniors#comments Kansas & Missouri Estate Planning Insurance Estate Planning Wed, 01 Jul 2015 02:12:00 +0000 934751 at http://wealthmanagement.com Copyright Christopher Furlong, Getty Images How Much Do You Trust the Government? http://wealthmanagement.com/estate-planning/how-much-do-you-trust-government <div class="node-body article-body">According to the American Bar Association, 55 percent of Americans do not have a will or other estate plan in place when they die.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Aggregated </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/how-much-do-you-trust-government" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/how-much-do-you-trust-government#comments Idaho Estate Planning Estate Planning Tue, 30 Jun 2015 22:21:00 +0000 934691 at http://wealthmanagement.com Some Valuable Estate-Planning Resources for Advisors http://wealthmanagement.com/estate-planning/some-valuable-estate-planning-resources-advisors <div class="field-deck"> Stay involved in every aspect of your clients' finances </div> <div class="node-body article-body">Here are a couple of useful resources that advisors should be aware of that can both help your clients and their families avoid sticky end-of-life situations, keep you in the estate planning loop and, potentially, act as nice value adds as well.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/some-valuable-estate-planning-resources-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/some-valuable-estate-planning-resources-advisors#comments Estate Planning Public Tue, 30 Jun 2015 16:20:00 +0000 934301 at http://wealthmanagement.com eric1513/iStock/Thinkstock Optimizing for Revenue and Joy http://wealthmanagement.com/estate-planning/optimizing-revenue-and-joy <div class="node-body article-body">Advisors often ask themselves, "How can I optimize for each of the core values I care about instead of pitting one against the other"?</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Aggregated </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/optimizing-revenue-and-joy" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/optimizing-revenue-and-joy#comments Atlantic Trust Estate Planning Tue, 30 Jun 2015 15:12:00 +0000 935161 at http://wealthmanagement.com 4maksym/iStock/Thinkstock Eight New Key Estate Planning Opportunities For Same-Sex Couples http://wealthmanagement.com/estate-planning/eight-new-key-estate-planning-opportunities-same-sex-couples <div class="node-body article-body">In the wake of both Windsor and Obergefell, here are some planning opportunities you should discuss with your same-sex couples clients.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/eight-new-key-estate-planning-opportunities-same-sex-couples" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/eight-new-key-estate-planning-opportunities-same-sex-couples#comments Estate Planning Public Tue, 30 Jun 2015 14:48:00 +0000 934211 at http://wealthmanagement.com Copyright Alex Wong, Getty Images Three Retirement Loopholes Seen Likely to Close http://wealthmanagement.com/retirement-planning/three-retirement-loopholes-seen-likely-close <div class="field-byline"> Liz Weston </div> <div class="node-body article-body">There are plenty of tips and tricks to maximizing your retirement benefits, and more than a few are considered "loopholes" that taxpayers have been able to use to circumvent the letter of the law in order to pay less to the government.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/three-retirement-loopholes-seen-likely-close" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/three-retirement-loopholes-seen-likely-close#comments Client Relations Retirement Planning Tue, 30 Jun 2015 13:19:00 +0000 933401 at http://wealthmanagement.com The REP. Index: Retirement Then and Now http://wealthmanagement.com/retirement-planning/rep-index-retirement-then-and-now <div class="node-body article-body">How did 2013 stack up for retirement compared to, say, 1980? Timing is everything. The following statistics compare key factors facing recent retirees versus their counterparts 33 years earlier.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/rep-index-retirement-then-and-now" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/rep-index-retirement-then-and-now#comments Games Retirement Planning Tue, 30 Jun 2015 13:11:00 +0000 934141 at http://wealthmanagement.com