Wealth Planning

The top 10 things closely held business owners should be considering now

Tension seems to be increasing between U.S. and Swiss officials who are trying to hammer out a settlement between the U.S. government and Swiss firm, UBS, regarding the names of 52,000 American clients of the firm. UBS retail financial advisors...

It would provide a valuable bailout for certain clients—but could hurt others

Back in the Great Buying Panic of the late 1990s, I once asked a financial advisor what his biggest problem was. His response: “Managing client expectations.” This question was posed in the summer of 1999, the year the Nasdaq Composite...

Move this to the top of your to-do list: Call clients to arrange a digital audit so that together you can plan for all their passwords, online accounts and digital property

In times of economic hardship, non-profit organizations confront issues that are unique to their status.

When a trust is to be the recipient of retirement plan assets and you want it to benefit from stretch-out, you're going to need to qualify that trust as a “see-through trust.”

Inconsistent application of undue influence protection puts seniors at risk