#FASuccess Ep 069: Interrupting The Pattern With The Philosophy That E

Welcome, everyone! Welcome to the 69th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Barry Glassman. Barry is the founder and president of Glassman Wealth, a wealth management firm in...

Generative Trusts and Trustees | Wealth Management

I’ve been concerned about the emotional and relational impact of trusts since I had a professionally jarring encounter in 2001 with a beneficiary of an irrevocable trust established by her grandfather. The dependency, disempowerment...

Fiduciary Law Trends

A roundup of significant court cases. View the Original Article

Deductibility of Trust Expenses Under the Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act of 2017 (the Act), was signed into law on Dec. 22, 2017, bringing a myriad of changes to the Internal Revenue Code and sparking a substantial amount of...

French Tax Laws Affecting U.S. Citizens And Trusts

France doesn’t have trust laws; a trust can’t be created under French law. However, French residents, including U.S. citizens residing in France, may create trusts under U.S. law or be beneficiaries of U.S. trusts....

Protecting the Trustee’s Nest Egg

How fiduciaries can avoid liability risks. View the Original Article

The Rise of Women as Philanthropic Family Leaders

New opportunity to align charitable planning with estate planning. View the Original Article

Collaborative Representation by Counsel in Probate Litigation

Estate litigation appears to be on the rise. With more than $12 trillion in assets in the process of being transferred from the Greatest Generation to the Baby Boomers, and an additional $30 trillion...

Everything Old is New Again

Drafting tips under the Tax Cuts and Jobs Act. View the Original Article

Designating a Beneficiary—Not as Easy as it Looks

Charles A. Redd discusses the underlying hazards of disposing of assets through beneficiary designations and suggests practices to minimize those hazards. View the Original Article

Note From The Editor: May 2018

Editor in Chief Susan R. Lipp discusses this month's issue. View the Original Article

Asset allocation in retirement | Vanguard

Vanguard Should you change your asset allocation at retirement?It’s a frequently asked question from investors as they approach retirement. Senior Financial Advisor, Kevin Miller gives his suggestions and explains the retirement glide path.Watch the full...

A Tactical Real Asset Allocation Strategy

A new ETF provides real assets exposure while limiting drawdowns. View the Original Article
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