A San Diego wealth management firm has launched a separate practice group staffed by women and targeted at women, specifically high-net-worth women over 45 who own their own businesses, are going through a divorce or have become widows.
Internal Revenue Service rules that a will's it is my desire language is a mandatory bequest In Technical Advice Memorandum 201126030.
Internal Revenue Service rules that a will's it is my desire language is a mandatory bequest In Technical Advice Memorandum 201126030.
Family Office Exchange (FOX) has long maintained that an informed and educated client is a better client. This is especially true when it comes to wealth management fees. Yet, so often clients don't know their wealth management costs or what...
Estate planning practitioners regularly include some form of withdrawal rights in irrevocable trusts, exercisable with respect to a specific amount and for a limited period of time, to enable the trust's donor to use his Internal Revenue Code...
Many wealth management professionals spend a large portion of their time and energy designing elegant, tax-efficient estate plans for their clients. This service is a key component of any comprehensive financial management portfolio. All too often...
A recent bill that surfaced in California may result in some independent contractors being reclassified as employees. Could the IBD model be under threat?
Industry observers say many financial advisors are unaware of changes to come. It could haunt them if clients get burned.
Many supposedly sophisticated professionals fail to stay on top of their estate planning.
One goal is achieved, another is established, and the beat goes on.
