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For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.
July 11 -
The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.
July 10 -
Low-interest debt backed by an asset can be good, but high-interest, unsecured credit cards are not; however, reducing high-interest credit card debt should be prioritized.
July 10 -
Estate attorneys are creating trusts to extend wealth until people who get cryonically preserved can be revived — even if it's hundreds of years later.
July 9 -
Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8 -
When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?
July 5Dimopoulos Bruggeman PC -
Just 9% of wills take pets into account. Here's how advisors can have a conversation with clients to ensure pets are properly included in their estate plans
June 25Whittier Trust -
An advisor in Los Angeles wants to help his clients with their estate planning, which requires thinking about death. How can he broach the subject without scaring them?
June 20 -
Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.
June 18Deane Wealth Management -
The deal values closely held Fisher Investments at $12.75 billion and is part of the founder's estate planning, according to the firm.
June 17