When a Client Faces Cognitive Decline, Speak Up
By Jane Wollman RusoffIt's the first step in protecting both the client and your firm, says Barbara Archer of Hightower.
November 20, 2023
Estate Planning: 5 Seasonal Thoughts on Clients' MindsAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 14, 2023
Only 19% of Investors Work With Their Parents' Advisor: CerulliFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.
November 13, 2023
Helping Business Owners Get the Most Out of Estate PlanningAdvisors can guide clients to ensure that they maximize the value of their business for themselves and heirs.
November 09, 2023
Senators Debate Tax Avoidance Methods Used by Ultra-WealthyThe politicians did agree, though, that the current tax code invites abuse of its many grey areas.
October 23, 2023
Massachusetts Doubles Estate Tax ExemptionYet the state is still "one of the most expensive places to die," Ed Slott says.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
August 22, 2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell AssetsBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.