High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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James Brown’s Estate: Not Much Progress 11 Years On

Feb 14, 2018

Will there be anything left to distribute once all is said and done?

Bitcoin Industry Grapples With Age-Old Problem of Inheritance

Feb 13, 2018

A U.S. man has spent years trying to untangle the legal mess he found himself in after his 26-year-old son, an early miner of Bitcoins, died in a plane crash.

An Important Lesson for All Investors: Keep It Simple

Feb 09, 2018

Simple portfolios consistently outperform, especially after all fees and realistic return and risk calculations.

Helping Clients Who Are Drawn to Equity Crowdfunding

Feb 09, 2018

Just because an investment comes from the heart doesn’t mean it can’t be smart as well.

Prenuptial Agreements: Beyond the Necessary Evil

Feb 08, 2018

Why is it that just mentioning the word “prenup” can evoke a negative reaction?

“Nobody Knows Anything”

Feb 07, 2018

Nobody really knows why the markets fell, Personal Capital launches an SRI strategy and Charles Barkley on losing $4 million in shady investments.

Charitable Contributions From Trusts are Treated Differently

Feb 07, 2018

Tenth Circuit rules deduction is limited to an amount up to its basis in the property contributed to a charitable organization.

District Court Awards Attorneys’ Fees to Trustees

Feb 07, 2018

The government’s position wasn’t substantially justified.

IRS Releases Notice on U.S. Passport Revocation Process

Feb 06, 2018

Affected taxpayers will be given 90 days to resolve their tax delinquencies.

So Your Client Is Getting Married...

Feb 06, 2018

Making an upfront investment into the new relationship can reap a great return down the line.

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High Net Worth

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM. For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.

How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
For continuing coverage on High-Net-Worth individuals join our free weekly e-newsletter. Join today.