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...

Note From the Editor: July 2019

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

Don’t stop believing in the benefits of indexing

Indexing has provided an antidote to some of the unpredictability and expense of investing. With a straightforward mission of capturing market returns, index funds have paved the way for millions of investors to access...

Estate Planning with Opportunity Zones

Opportunity zone funds have been touted as a way to get a once-in-a-lifetime tax deferral for clients with capital gains. Our speakers will give an overview of these funds and how they work, as...

Investing in Bonds for Beginners: How to Get Started

Investment conversations typically focus on stocks, but any financial adviser will tell you a portfolio is strongest when it’s diversified. That means investing in more than just stocks — by investing in bonds as...

Why ESG investing matters and how to approach it

http://dts.podtrac.com/redirect.mp3/vanguard.vo.llnwd.net/o1/EXT/IIG/FAS/4236_ICPodcast_June_final.mp3TranscriptPaula Fuchsberg: Investors around the world have shown increasing interest in environmental, social, and governance issues, better known as ESG. But the wide range of acronyms, terminology, and strategies related to ESG investing can...

Building Your Portfolio for the Future with Goldman Sachs Motif ETFs

Hardeep Walia CEO and Founder Motif   Marissa Ansell Vice President Fundamental Equity Client Portfolio Management   Eric...

ETFs with the Greatest Outflows in the Past Month

These ETFs saw the biggest outflows in the past 30 days, measured by one-month net flows to assets ratio. View the Original Article
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