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The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.December 2
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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
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Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.October 7
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Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.August 6
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The agency is asking taxpayers to account for multiple jobs within a household and to factor in the $2,000 child tax credit for each kid under 17.June 4
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Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.April 12
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The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.March 13
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No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.February 12
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Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.February 5
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The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.January 15
