Eight Charts Explaining Millennials and Wealth Management’s Future

By Davis Janowski Matthew Wong, Lead Analyst at CB Insights for financial technology, spoke at his firm’s Future of Fintech conference Wednesday. He...

The Human Side of Estate Planning: Part 1

The estate-planning process is difficult for many of our clients. Clients usually have a lot at stake financially and emotionally when they engage an estate planner. The fact that others often have an intense...

Building a Solid (Private) Foundation

It’s now possible to establish here in the United States, a non-charitable private foundation (NCPF), an entity that was heretofore reserved for select jurisdictions outside the United States. At the moment, however, you may...

Proving Undue Influence | Wealth Management

Claims of undue influence are on the rise. More wills, testamentary gifts and inter vivos gifts are challenged as being void because of undue influence. The increase is due in part to more individuals...

Asset Protection and Long-Term Care Planning for the Unmarried Couple

It’s best to start before the need arises. View the Original Article

Aging At Home

How technology and AI can help our clients. View the Original Article

Wealth or Health? | Wealth Management

The modern family will encounter many significant issues as they age, not the least of which are wealth preservation and health care. We, as estate-planning attorneys, are positioned to counsel both individuals and families...

Trusts as IRA Beneficiaries | Wealth Management

In the August 2017 issue of Trusts & Estates, Emily Kembell artfully framed the moment when an estate-planning attorney’s heart may skip a beat. The client wants a revocable trust drafted that will also...

Pre-immigration Planning | Wealth Management

The Sherman Brothers got it right: It’s a small world after all. Mobility is a feature of modern life. Parents may stay in their native countries while their children move abroad for study or...

Estate Planning in a Rising Interest Rate Environment: Part II

Interest rates are rising, and the trend is expected to continue. Advisors must understand how interest rates impact estate planning and which techniques work best in differing rate environments. Let’s look at some techniques...

Tips From the Pros: Are Will Execution Formalities Outmoded?

The law surrounding the signing of wills is grounded in history traversing several centuries and is intricate and unique. The laws of all jurisdictions, except Nevada and the District of Columbia, require a testator’s...

Charitable Lead Trusts Can Do “Double Duty” Under New Tax Law

As the dust settles and the multitude of implications of the Tax Cuts and Jobs Act of 2017 (the Act) on income and estate tax planning become increasingly apparent, a number of new and...

U.S. imposes more tariffs: Is a global trade war now underway?

Tariffs’ effect varies by countryThe impact of the steel and aluminum tariffs on U.S. trading partners is mixed but remains small.European steel and aluminum exports, for example, are not heavily exposed to the United...

The Top 17 International Government Bond ETFs

The top 17 international government bond ETFs ranked by one-year returns. View the Original Article
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