Estate planning

In 90% of families, wealth disappears by the end of the third generation.

Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategies

The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.

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.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.

Do your clients have their ducks in a row?

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.

In some ways, their investments are a microcosm of trends sweeping the wider market.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.