Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en Advisor Doublespeak: Hurdle Rate http://wealthmanagement.com/estate-planning/advisor-doublespeak-hurdle-rate <div class="field-deck"> One term, several meanings </div> <div class="node-body article-body">When advisors from different disciplines come together, they often find they aren’t speaking the same language.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/advisor-doublespeak-hurdle-rate" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/advisor-doublespeak-hurdle-rate#comments Estate Planning High Net Worth Public Fri, 24 Oct 2014 15:54:00 +0000 689891 at http://wealthmanagement.com maximult/iStock/Thinkstock Washington Tweaks Retirement Fund Policy to Encourage Annuities http://wealthmanagement.com/retirement-planning/washington-tweaks-retirement-fund-policy-encourage-annuities <div class="field-byline"> Reuters </div> <div class="node-body article-body">The U.S. Treasury Department said on Friday it was tweaking its policy for retirement funds to encourage savers to buy annuities, a measure aimed to keep them from outliving their savings.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/washington-tweaks-retirement-fund-policy-encourage-annuities" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/washington-tweaks-retirement-fund-policy-encourage-annuities#comments Annuities Retirement Planning Fri, 24 Oct 2014 14:17:00 +0000 689861 at http://wealthmanagement.com 73 Swiss Banks ask U.S. to Revise Proposed Tax Amnesty Deals http://wealthmanagement.com/taxes/73-swiss-banks-ask-us-revise-proposed-tax-amnesty-deals <div class="node-body article-body">Lawyers representing 73 Swiss banks seeking to avoid a tax-evasion probe by U.S. authorities wrote a letter to the U.S. Department of Justice raising questions over a dozen demands, including the banks' cooperation with other nations.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/taxes/73-swiss-banks-ask-us-revise-proposed-tax-amnesty-deals" target="_blank">read more</a></p> http://wealthmanagement.com/taxes/73-swiss-banks-ask-us-revise-proposed-tax-amnesty-deals#comments Taxes Asset Protection Fri, 24 Oct 2014 12:03:00 +0000 689501 at http://wealthmanagement.com Copyright Sean Gallup, Getty Images The Daily Brief: Women and Wealth http://wealthmanagement.com/blog/daily-brief-women-and-wealth <div class="node-body blog-body">Women are living longer than men. We all knew that. But, as a result, they're the ones who wind up having to manage what's left of the money. </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/daily-brief-women-and-wealth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-women-and-wealth#comments Blogs High Net Worth The Daily Brief Fri, 24 Oct 2014 09:25:00 +0000 689411 at http://wealthmanagement.com When Working Women Need Disability Planning http://wealthmanagement.com/insurance/when-working-women-need-disability-planning <div class="node-body gallery-body">No advisor wants to think about one of their clients getting hurt or ill to the point where they’re physically not able to continue working. But every advisor should plan for it.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/when-working-women-need-disability-planning" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/when-working-women-need-disability-planning#comments Business Planning Insurance Wealth Planning Fri, 24 Oct 2014 09:10:00 +0000 689211 at http://wealthmanagement.com Don’t Forget To “Unbundle” for Winter! http://wealthmanagement.com/estate-planning/don-t-forget-unbundle-winter <div class="node-body article-body">Charles A. Redd warns fiduciaries against carelessly bundling their fees</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/don-t-forget-unbundle-winter" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/don-t-forget-unbundle-winter#comments Estate Planning Public Thu, 23 Oct 2014 19:48:00 +0000 689261 at http://wealthmanagement.com The Globalization of Giving http://wealthmanagement.com/philanthropy/globalization-giving <div class="node-body article-body">Laura H. Peebles shares some philanthropy lessons she learned during her Summer travels</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/globalization-giving" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/globalization-giving#comments Philanthropy Public Thu, 23 Oct 2014 19:45:00 +0000 689251 at http://wealthmanagement.com Crossing Borders: Planning for Wealth in Motion http://wealthmanagement.com/estate-planning/crossing-borders-planning-wealth-motion <div class="field-deck"> Know the different tax rules for U.S. and foreign persons to avoid unnecessary taxation </div> <div class="node-body article-body">Cynthia Brittain & Suzanne Shier address the different tax rules for U.S. and foreign individuals</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/crossing-borders-planning-wealth-motion" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/crossing-borders-planning-wealth-motion#comments Estate Planning Premium T&E Thu, 23 Oct 2014 19:20:00 +0000 689231 at http://wealthmanagement.com A Critical Time for Voluntary Disclosure of Foreign Assets http://wealthmanagement.com/estate-planning/critical-time-voluntary-disclosure-foreign-assets <div class="field-deck"> Changes made to programs designed to stop offshore tax evasion </div> <div class="node-body article-body">Dina Kapur Sanna & Sam C. Shulman discuss the recent changes to foreign asset disclosure protocols</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/critical-time-voluntary-disclosure-foreign-assets" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/critical-time-voluntary-disclosure-foreign-assets#comments Estate Planning Premium T&E Thu, 23 Oct 2014 19:08:00 +0000 689191 at http://wealthmanagement.com Brussels IV is Now in Effect http://wealthmanagement.com/estate-planning/brussels-iv-now-effect <div class="field-deck"> Will it succeed? </div> <div class="node-body article-body">Barbara R. Hauser highlights the successes and failures of Brussels IV</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/brussels-iv-now-effect" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/brussels-iv-now-effect#comments Estate Planning Premium T&E Thu, 23 Oct 2014 18:47:00 +0000 689141 at http://wealthmanagement.com