37 Smart Ways to Upgrade Your Practice
Steal these ideas: Here are some of smartest tips and tricks you may have missed.
More in Estate Planning
The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be. more »
Financial advice sometimes includes relationship guidance. Here are a few strategies I use when talking to clients about prenuptial agreements. more »
In the first few days after the 7.9-magnitude earthquake, Fidelity Charitable grants sent $2M to aid victims; Schwab Charitable grants added another $568,000. more »
Adopting the skills of an anthropologist can empower advisors to help wealthy clients mend troubled family relations before it's too late. more »
Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid. more »
The U.S. House voted to repeal the 99-year-old U.S. estate tax amid a partisan clash over whether the government should break up concentrated wealth or make it easier to pass along assets to the next generation. more »
While these documents may seem routine, advisors should check whether clients need to revise existing provisions. Here's what to look for. more »
The 99-year-old U.S. estate tax would disappear under a bill approved Wednesday by the House Ways and Means Committee. more »
With estate-tax exemptions higher than they used to be, other issues (like income tax) may now be more important for some clients. Here are several planning issues that deserve a rethink. more »
Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with. more »
Gearing up for tax season? Here are two things to consider when planning for your wealthy clients. more »
Why is inheritance planning so difficult? Fear of exclusion along with existing family dynamics can complicate the process -- and strain relationships. more »
The firm will offer advisors expanded trust services and support with multi-generational family planning. more »
The July Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here