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Aging parents could alleviate stress and possible tension if they share their final wishes with their children -- or at the very least, where their accounts are held.
There are four main types of powers of attorney and older clients must be sure to have the right one in place.
With comprehensive planning, hopefully this won’t happen. But if it seems like it might, how can planners help clients who’ve gone broke or are about to?
Planners and clients should determine whether the high premiums on stand-alone policies provide benefits that are worth the price -- and whether coverage provided by riders on life insurance policies is sufficient.
In many states, planners are now required to report if they suspect their clients are suffering abuse.
Here’s a primer on long-short funds, managed futures funds and managed payout funds.
Even after defaults, high-yield bonds have earned above-market returns.
There are a surprising variety of ways for clients to support charities, even if they don't have extra cash to give.
Clients who attend charity dinners or concerts need to take precautions on their tax returns.
Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.
Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.
As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.
Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.
The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.
It pays to make tax-related decisions when time is on your side.
Planners who started their professional lives in other fields identify the crossover skills that make them successful.
Planners need to help clients express their wishes about end-of-life decisions before it's too late.
Advisors considering a change of venue need a game plan and a clear sense of who 'owns' their client relationships.
Living abroad seems like an inexpensive option for some prospective retirees, but there are many issues to consider.
Planners should ensure stay-at-home parents have sufficient insurance and are saving enough for retirement.