Updated Saturday, July 12, 2014 as of 2:50 AM ET
Family Wealth Transfer: How Advisors Can Help
Talk about the generation gap: When it comes to planning issues, retirement and wealth transfers, the disconnect between parents and their adult children appears to be getting worse, according to a new study.
Yet the same study found good news for financial advisors: Both parents (61%) and their adult children (57%) report they are more comfortable talking to a financial advisor than to one another about these sensitive issues.   more »
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New rules up the ante on estate planning, making it imperative that planners change their tactics. more »
As advisors work with an increasingly older clientele, it's imperative they arm themselves and their clients with the right documents to prepare for the inevitable. more »
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As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist. more »
Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce. more »
Advisors need to spend more time helping clients plan for long-term care and inheritance allocations before problems arise, says one advisor and author. more »
Tax law changes may make it harder for advisors to show how specialized services are vital. Here's how to adapt. more »
Many considered Dec. 31, 2013, the final date for year-end tax planning, but there are numerous planning actions that you can take in 2014 retroactive to 2013. Here's a quick and easy guide to help with planning. more »
Congress dangled an incentive for high-income Americans to convert their tax-deferred individual retirement accounts into post-tax plans. Their response was overwhelming. more »
Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary. more »
The IRS has released the final regulations for the 0.9% Additional Medicare Tax that was imposed as part of the Affordable Care Act. more »
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