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When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.October 31
Director of PlanningLife Planning Partners -
Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.October 7
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Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.September 3
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Do your clients have their ducks in a row?August 29
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An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.August 26
CEOWymer Brownlee Financial Services
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In some ways, their investments are a microcosm of trends sweeping the wider market.August 16
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Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.August 6
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Successful firms reveal how they appeal to wealthy prospects — and elite advisors.July 30
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Early planning for potential tax hikes is key.June 17
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Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.June 13
