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Estate planning
Should clients let kids know they’re rich?
Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.
5 years of award-winning pro bono advisors
These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.
Advisors don’t follow their own advice
Can you live up to your own guidance?
Too many advisors give wrong advice about trusts
Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.
Navigating international waters for HNW expat clients
Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?
How to build trust with skeptical HNW clients
Rich clients, low trust: Here’s how financial advisors can help them warm up faster.
Voices
How to surf the $30 trillion inheritance wave
Bob Verrico
Executive Chairman
InvestingChannel
Only about a third of advisors have an asset-transfer plan in place, according to research.
AICPA adds financial planning certificate program
The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.
The ultra rich are turning to this key tax-cutting tool
Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.
Voices
New tax law could doom divorcing clients
David Friedman
Director
Rackemann, Sawyer & Brewster
Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.
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