Planning for Married Couples

Marty Shenkman and Gideon Rothschild discuss how married couples should take advantage of estate tax exemptions. View the Original Article

How Smart Are You About the SEC’s Regulation Best Interest?

The comment period for the SEC proposed Regulation Best Interest just ended. How much do you know about what Regulation Best Interest, if...

ESG Is Still for “Enthusiasts”

Environmental, social and governance investing is still a small corner of the financial advisory world, according to a new report. View the Original Article

Retire Sooner, Baby Boomer | Wealth Management

But there is good news, as they may benefit from...

Safe and Secure

Some constants in an unstable world. View the Original Article

How to gain and retain female clients

This represents a major opportunity for advisors to showcase their...

The State of the States: 2018

An update on key planning developments. View the Original Article

Michael Kitces’ #FASuccess Podcast: How Kathleen Rehl Helps Widows

Welcome back to the 106th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Kathleen Rehl. Kathleen is a researcher on the money issues that widows face, the author of “Moving Forward on Your...

Fifteen Gifts that Every Planner Wants but Doesn’t Know It

It’s been a long year. The Tax Cuts & Jobs Act was the talk of the town, increasing the estate and gift tax...

Devil in the Details

Legislation, a new Uniform Principal and Income Act and reminders to plan with caution were all issues in 2018. View the Original Article

Charting a New Course for Estate Planners in 2019

The Tax Cuts and Jobs Act (the Act) was signed into law on Dec. 22, 2017.1 A number of the Act’s provisions were important to trusts and estates professionals but none more so than...
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