The Assets: Estate planning
December 22, 2014
’Tis the Season for Donating Complex Assets. Yikes!
Experts offer tips about perpetual trusts and donor-advised funds.
December 19, 2014
Help Clients Donate Fine Art Strategically
Relatives may not be the best recipients of beloved collections.
December 12, 2014
Home Visits Can Be a Huge Value-Add for Clients
You get a clearer look at their real situation, especially after a loss.
December 9, 2014
Morgan Stanley Creates Family Wealth Designation
The firm hopes to improve FAs’ asset-retention rates as boomer clients die.
Last Comment: December 9, 2014
December 5, 2014
Do Your Clients Fear Becoming Bag Ladies?
Women worry more than men about going broke — with good reason.
November 21, 2014
One Client’s Tragic Mistake May Help Others
Advisors can turn a real-life cautionary tale into a helpful tool.
Last Comment: November 21, 2014
November 14, 2014
Prospect’s Accent Points to a Better Estate Plan
Listening carefully will help you more than pitching aggressively.
Last Comment: November 14, 2014
November 12, 2014
Helping Clients Live a Richer Life
A vacation can have more lasting value than a new car.
November 3, 2014
Got Those Midterm-Election, Tax-Uncertainty Blues?
Tell high-net-worth clients they can relax for now.
October 24, 2014
Always Check Clients’ Legal Paperwork
A missing document can cause financial havoc — and even lead to court.