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Coronavirus-related distribution provisions can now be returned and there’s a larger pool of recipients eligible for relief. Here’s what advisors need to knowJuly 10
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Strategies include utilizing charitable trusts to split benefits between multiple beneficiaries and taking advantage of donor-advised funds.May 26
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The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.May 14
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There are appealing methods to shift investments “upstream” to aging parents or “downstream” to grown children.April 29
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From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.April 1
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A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.March 31
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The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.March 25
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Convenience accounts, power of attorney, trusts: The benefits and drawbacks are legion. Here's a guide.March 13
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Filing at the wrong age and failing to take advantage of programs like spousal and survivor benefits are just a few common mistakes seniors make.February 26
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Why do advisors focus so heavily on planning for a lifestyle change that may never happen?February 7
Director of PlanningLife Planning Partners
