Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en Tips From The Pros: Charitable Giving With Non-Charitable Trusts http://wealthmanagement.com/estate-planning/tips-pros-charitable-giving-non-charitable-trusts <div class="node-body article-body">Al W. King III explains the popularity of the MDT and its effect on modern-day charitable bequests</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/tips-pros-charitable-giving-non-charitable-trusts" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/tips-pros-charitable-giving-non-charitable-trusts#comments Estate Planning Public Wed, 27 May 2015 16:31:00 +0000 906571 at http://wealthmanagement.com Making Gifts “Again” Part 2: Accelerating Charitable Gift Annuities http://wealthmanagement.com/philanthropy/making-gifts-again-part-2-accelerating-charitable-gift-annuities <div class="node-body article-body">Christopher P. Woehrle discusses the effectiveness of the CGA</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/making-gifts-again-part-2-accelerating-charitable-gift-annuities" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/making-gifts-again-part-2-accelerating-charitable-gift-annuities#comments Philanthropy Public Wed, 27 May 2015 15:29:00 +0000 906471 at http://wealthmanagement.com Should You Be Trusted? http://wealthmanagement.com/estate-planning/should-you-be-trusted <div class="field-deck"> What to consider before taking on the trustee role </div> <div class="node-body article-body">Susan R. Schoenfeld provides 10 tips to consider prior to taking on the role of trustee</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/should-you-be-trusted" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/should-you-be-trusted#comments Estate Planning Premium T&E Wed, 27 May 2015 14:56:00 +0000 906401 at http://wealthmanagement.com The Deadline for U.S. Persons with Interests in Foreign Businesses to File Form BE-10 is Approaching http://wealthmanagement.com/high-net-worth/deadline-us-persons-interests-foreign-businesses-file-form-be-10-approaching <div class="node-body article-body">May 29, 2015 is the deadline to submit the 2014 Benchmark Survey of U.S. Direct Investment Abroad, or Form BE-10, to the Bureau of Economic Analysis (BEA).</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/deadline-us-persons-interests-foreign-businesses-file-form-be-10-approaching" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/deadline-us-persons-interests-foreign-businesses-file-form-be-10-approaching#comments High Net Worth Public Wed, 27 May 2015 14:54:00 +0000 906251 at http://wealthmanagement.com Transferring IRAs Out of Estates and Trusts http://wealthmanagement.com/retirement-planning/transferring-iras-out-estates-and-trusts <div class="field-deck"> How to distribute benefits in the most tax-efficient manner </div> <div class="node-body article-body">Michelle L. Ward explains the most tax-efficient method for distributing benefits</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/transferring-iras-out-estates-and-trusts" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/transferring-iras-out-estates-and-trusts#comments Retirement Planning Premium T&E Wed, 27 May 2015 14:36:00 +0000 906201 at http://wealthmanagement.com Leaving Your Estate to the State? http://wealthmanagement.com/estate-planning/leaving-your-estate-state <div class="node-body article-body">Unless you want your estate to become the property of state government, it is very important that you have some kind of estate plan.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/leaving-your-estate-state" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/leaving-your-estate-state#comments Idaho Estate Planning Estate Planning Public Wed, 27 May 2015 14:28:00 +0000 906371 at http://wealthmanagement.com The Importance of Currency Hedging in UHNW Estate Planning http://wealthmanagement.com/insurance/importance-currency-hedging-uhnw-estate-planning <div class="field-deck"> It's all about the money </div> <div class="node-body article-body">Kris Stegall discusses why it makes sense for ultra-high-net-worth investors to hedge by diversifying into stable currencies and embracing insurance solutions</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/importance-currency-hedging-uhnw-estate-planning" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/importance-currency-hedging-uhnw-estate-planning#comments Insurance High Net Worth Public Wed, 27 May 2015 13:27:00 +0000 906151 at http://wealthmanagement.com Copyright Sean Gallup, Getty Images Impact Investing for Trustees http://wealthmanagement.com/strategies/impact-investing-trustees <div class="field-deck"> The legal issues fiduciaries need to consider </div> <div class="node-body article-body">John F. McCabe and Nina A. Farran summarize some of the legal considerations for a fiduciary</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/strategies/impact-investing-trustees" target="_blank">read more</a></p> http://wealthmanagement.com/strategies/impact-investing-trustees#comments Strategies Estate Planning Premium T&E Wed, 27 May 2015 13:06:00 +0000 906191 at http://wealthmanagement.com Original Robo-Advisor Financial Engines Seeks Life Beyond 401(k)s http://wealthmanagement.com/technology/original-robo-advisor-financial-engines-seeks-life-beyond-401ks <div class="field-byline"> Jessica Toonkel and David Randall </div> <div class="node-body article-body">Long before the phrase "robo-adviser" existed, Sunnyvale, California-based Financial Engines was cornering the untapped 401(k) plan market with computer simulations to help people save for retirement.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/original-robo-advisor-financial-engines-seeks-life-beyond-401ks" target="_blank">read more</a></p> http://wealthmanagement.com/technology/original-robo-advisor-financial-engines-seeks-life-beyond-401ks#comments Industry Technology Retirement Planning Wed, 27 May 2015 11:00:00 +0000 905991 at http://wealthmanagement.com Copyright Christopher Furlong, Getty Images What TV Can Teach Us About Managing Wealth http://wealthmanagement.com/blog/what-tv-can-teach-us-about-managing-wealth <div class="node-body blog-body">From Downton Abbey and Game of Thrones to Grey's Anatomy, the plots of multiple popular shows are dealing with real-life financial and family planning issues.</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/what-tv-can-teach-us-about-managing-wealth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/what-tv-can-teach-us-about-managing-wealth#comments Alternative Investments Blogs Client Relations College Planning High Net Worth The Daily Brief Wed, 27 May 2015 09:00:00 +0000 905411 at http://wealthmanagement.com