Wealth Planning

See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
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Mediation in Estate-Planning Disputes

Dec 09, 2020

It’s disheartening for all to see relatives and friends taking sides in a dispute. Mediation is a viable way to achieve cost savings and justice.

Interesting Perspectives on Managed Accounts in 401(k)s and Overhauling Recordkeeping

Dec 08, 2020

The number of plan participants using managed accounts has barely moved from 2015 to 2019.

The Intersection of Pro Sports and Real Estate

Dec 08, 2020

There's a long history of both pro sports athletes and franchise owners investing heavily in commercial real estate.

Seeking Control? Consider a Directed Trust

Dec 07, 2020

Offering a client the ability to more actively guide decisions regarding their estate planning may attract their attention and keep them involved in the process.

2020 Holiday Gift Guide for Financial Planners

Dec 07, 2020

What to give and/or get in a year unlike any other.

2020 Year-End Estate Planning: Planning in a Time of Uncertainty

Dec 03, 2020

This unsettled environment will reward sophisticated, flexible and proactive estate planning.

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Wealth Planning

See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more. For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.

See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.