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Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.
April 15 -
Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.
January 23Wealth.com -
Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.
January 9LJW Wealth Management of Raymond James -
With trillions in assets likely to be handed down in coming decades, financial planners shouldn't wait to establish rapport with investors' children.
November 14 -
August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.
August 24 -
Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.
July 25American College of Financial Services -
Effective strategies depend on attention to ever-changing laws and to the clients' personal circumstances.
April 11 -
This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.
April 4Neal Gerber Eisenberg's Private Wealth Services practice group -
For clients who own investment properties, there are options that can make life easier.
March 29Realized -
The firm is still struggling to make sure investors can get their money out of its $69 billion crown jewel investment fund.
February 2