Wealth Planning

IBD supplier turns attention from mass-affluent to HNW investors.

Tread carefully when you help clients decide what to do with their life insurance proceeds after a loved one dies. The use of a “retained asset account,” one of the most popular methods of taking the money, has come under fire by a...

Once the Securities and Exchange Commission officially defines the term “family office” (and it took the first step in that direction yesterday, 12 Oct.), the floodgates may open for registered investment advisors to capture a chunk of...

As they say, an ounce of prevention is worth a pound of cure. For those charitably inclined, it will be more important than ever this season to understand that the choice of what to give and when to give it may determine how much they can afford...

We all have clients who feel they've fully provided for their descendants and loved ones financially, so their remaining estate-planning objectives are purely philanthropic. The end-of-life estate plans for those clients become very simple make a...

Federal uncertainty about the estate tax and GST tax causes a ripple effect on state tax regimes.