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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 -
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 31Life Planning Partners -
Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.
October 7 -
Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.
August 6 -
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 -
Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.
April 12 -
The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.
March 13 -
No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.
February 12 -
Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.
February 5 -
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