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For advisors, having conversations with clients around wealth planning and family engagement is more than a way to retain them long-term; it can be a good growth strategy. ...
After scrivener’s errors are fixed, transfers of assets constitute completed gifts for federal gift tax purposes and won’t be a part of a grantor’s assets
Bubble beware. | Copyright Cate Gillon, Getty Images
Housing markets in most cities are overvalued, according to UBS Wealth Management’s Global Real Estate Bubble Index that launched Thursday. The firm, which looked at 15 cities globally...