Non Subscribers Holding 529 College Savings Plans Family Trust

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

[Non Subscribers] Estate Planning with Opportunity Zones

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

Get smart about cybersecurity | Wealth Management

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

#FASuccess Podcast: Starting Over with Donna Skeels Cygan

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...

Preach Exit Patience to Entrepreneurial Clients

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

Signs Your Client Has Dementia

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...

Medicare: The Next Frontier

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

Making (or Not Making) the Case for Domestication of a Non-U.S. Trust

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

Trust Drafting With the End in Mind

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’s New Decanting Statute | Wealth Management

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...

From the Legal Bar to the Health Bar

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...

Team Culture | Wealth Management

Team Culture | Wealth Management https://www.wealthmanagement.com/sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png ...

A Taxing Dilemma

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

Estate Planning & Taxation | Wealth Management

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...

Tips From the Pros: Third-Party Dealings With Trustees

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...
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