Investing

Jeffrey J. Pritchard     Susan Lipp - Moderator Editor in Chief Trusts & Estates   Created...

Todd Angkatavanich Principal Ernst & Young   David Kirk Tax Partner Private Client Services National...

Sponsored by Kestra Financial  Cyberthreats are a real and growing danger....

Welcome back to the 129th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Donna Skeels Cygan. Donna is the founder of Sage Future Financial, an independent RIA in Albuquerque, New Mexico...

Many companies are staying private for longer than ever. View the Original Article

It’s no secret that the population of the United States is aging. The population of the United States over the age of 65 is expected to double from 46 million individuals currently to 98...

One of the most complex steps taken by new retirees. View the Original Article

Different factors that could tip the scales. View the Original Article

Drafting a trust can be like building an airplane.1 Each has many components that must be designed to reach the desired result. Some trusts are small crafts; others must be built for long hauls....

California recently enacted its decanting statute. The new law allows an authorized fiduciary to modify the terms of an irrevocable trust without the beneficiaries’ consent or court approval. Nevertheless, the settlor’s intent must be...

Almost 10 years ago, I met with an elderly and very successful new client who today is one of my closest friends. Within the first 30 minutes of our initial meeting, he asked me...

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Encouraging clients to take advantage of the increased exemption. View the Original Article

Taxpayers and their advisors often find themselves chopping through the tall grass of complex estate-planning structures and devices when considering alternate ways to transfer wealth.  Lost in the weeds is the fact that there...

Experienced trusts and estates professionals ordinarily think of a trust as a relationship among a triumvirate of the settlor, the trustee and the beneficiaries.1 Quite often, however, parties not directly connected with a trust...