The Assets: Estate planning
September 21, 2015
Blended Families Aren't Just a Fact; for FAs, They're a Problem
For one thing, they're less sure how to split the wealth than traditional families.
September 11, 2015
How to Prevent Siblings Fighting Over a $15 Watch
Advisors say wills may not be enough to prevent heirs squabbling over the estate.
September 8, 2015
Homemade Wills Can Thwart Intentions, Inconvenience Heirs
The purpose of a free or cheap DIY will is moot if it gets hung up in probate.
July 24, 2015
Grieving Clients Call for Extraordinary Sensitivity
Be a steady presence when your clients are in a fog of loss.
July 21, 2015
Financial Planning for the New Realities of Marriage
Advisors tell how last month’s SCOTUS decision impacts clients.
July 2, 2015
One-Third of Millionaires Have No Estate Plan
Many high-net-worth investors skip the process, and the effects can be devastating.
June 19, 2015
Older Clients’ Priority Shifts Can Come as a Shock
Portfolio performance is often the last thing people care about when the end is near.
June 12, 2015
Clients Take Action When Tasks Are Made Simple
Think it’s important to review documents? Don’t be too formal.
April 27, 2015
Outsourcing Inspires Strong Feelings in FAs: Study
Most firms make a decision, yes or no, and then stick to it.
April 23, 2015
Why a Top Advisor Asks Clients About Celebrity Encounters
Carefully planned questions are crucial steps to a comprehensive financial plan.