Showing 13 to 24 of 50 results
Protecting Assets: Effective Strategies and Future Implications
This article details essential asset protection strategies, emphasizing proactive planning, multiple methods (insurance, trusts, exempt assets), and state-specific legal considerations to safeguard wealth from creditors and legal challenges.
Protecting Assets: Effective Strategies and Future Implications
This article details essential asset protection strategies, emphasizing proactive planning, multiple methods (insurance, trusts, exempt assets), and state-specific legal considerations to safeguard wealth from creditors and legal challenges.
Progress
48% Bias Score
Hidden French Coin Collection Sells for €3.3 Million
The €3.3 million auction of a deceased French collector's hidden coin collection reveals common motivations for secrecy among collectors and highlights the challenges faced by professionals in managing undisclosed assets.
Hidden French Coin Collection Sells for €3.3 Million
The €3.3 million auction of a deceased French collector's hidden coin collection reveals common motivations for secrecy among collectors and highlights the challenges faced by professionals in managing undisclosed assets.
Progress
32% Bias Score
American Retirees Reassess Life Insurance Amid Economic Shifts
American seniors are reassessing their life insurance policies in mid-2025 due to economic shifts, including elevated interest rates and rising healthcare costs, prompting evaluations of policy types, beneficiaries, and alignment with estate plans.
American Retirees Reassess Life Insurance Amid Economic Shifts
American seniors are reassessing their life insurance policies in mid-2025 due to economic shifts, including elevated interest rates and rising healthcare costs, prompting evaluations of policy types, beneficiaries, and alignment with estate plans.
Progress
48% Bias Score
Estate Planning Alpha: A More Certain Path to Wealth Preservation
A case study shows a family saving over $60 million in estate taxes through proactive estate planning, highlighting the importance of estate planning alpha compared to the elusive investment alpha, as evidenced by a recent S&P study showing 94% of domestic public equity managers underperforming the ...
Estate Planning Alpha: A More Certain Path to Wealth Preservation
A case study shows a family saving over $60 million in estate taxes through proactive estate planning, highlighting the importance of estate planning alpha compared to the elusive investment alpha, as evidenced by a recent S&P study showing 94% of domestic public equity managers underperforming the ...
Progress
60% Bias Score
Estate Executors Face Legal Risks Over Investment Decisions
Executors face legal risks if they don't invest large estate proceeds appropriately, potentially leading to lawsuits from heirs. Experts recommend professional investment advice for estates with multi-year settlements and proactive communication with beneficiaries.
Estate Executors Face Legal Risks Over Investment Decisions
Executors face legal risks if they don't invest large estate proceeds appropriately, potentially leading to lawsuits from heirs. Experts recommend professional investment advice for estates with multi-year settlements and proactive communication with beneficiaries.
Progress
40% Bias Score
UK Finance Act 2025: Residence-Based Taxation and Impact on Trusts
The UK's Finance Act 2025, effective April 6, 2025, replaces the non-domiciled tax regime with a residence-based system, taxing UK residents of over four years on global income and subjecting revocable trusts holding non-UK assets to a 40% inheritance tax.
UK Finance Act 2025: Residence-Based Taxation and Impact on Trusts
The UK's Finance Act 2025, effective April 6, 2025, replaces the non-domiciled tax regime with a residence-based system, taxing UK residents of over four years on global income and subjecting revocable trusts holding non-UK assets to a 40% inheritance tax.
Progress
40% Bias Score
Urgent Estate Planning Steps for Terminally Ill Loved Ones
When a loved one receives a terminal illness diagnosis, families must urgently update estate planning documents, beneficiary designations, and financial authorizations; discuss burial preferences; create an asset inventory; inform advisors; plan for caregiving; educate heirs; and capture legacy elem...
Urgent Estate Planning Steps for Terminally Ill Loved Ones
When a loved one receives a terminal illness diagnosis, families must urgently update estate planning documents, beneficiary designations, and financial authorizations; discuss burial preferences; create an asset inventory; inform advisors; plan for caregiving; educate heirs; and capture legacy elem...
Progress
24% Bias Score
Impact of Home Transfer on Age Pension and Tax
A 68-year-old facing terminal illness considers transferring their home to their sister, executor, and primary beneficiary, prompting concerns about Centrelink's gifting rules, tax implications, and potential risks.
Impact of Home Transfer on Age Pension and Tax
A 68-year-old facing terminal illness considers transferring their home to their sister, executor, and primary beneficiary, prompting concerns about Centrelink's gifting rules, tax implications, and potential risks.
Progress
40% Bias Score
Six Pillars of Long-Term Financial Planning
This article outlines six key components for comprehensive long-term financial planning: estate planning (wills and trusts), taxable brokerage accounts, 401(k) plans, IRAs/Roth IRAs, term life insurance, and indexed universal life (IUL) insurance, emphasizing the importance of starting early and see...
Six Pillars of Long-Term Financial Planning
This article outlines six key components for comprehensive long-term financial planning: estate planning (wills and trusts), taxable brokerage accounts, 401(k) plans, IRAs/Roth IRAs, term life insurance, and indexed universal life (IUL) insurance, emphasizing the importance of starting early and see...
Progress
48% Bias Score
Wealth Transfer Challenges: Advisors Struggle to Bridge Generational Gaps
A Toronto-based consulting firm's surveys reveal that many baby boomers are expected to spend most of their wealth, creating misaligned expectations with their children and highlighting the need for improved financial advice during the wealth transfer.
Wealth Transfer Challenges: Advisors Struggle to Bridge Generational Gaps
A Toronto-based consulting firm's surveys reveal that many baby boomers are expected to spend most of their wealth, creating misaligned expectations with their children and highlighting the need for improved financial advice during the wealth transfer.
Progress
40% Bias Score
Estate Planning: Preventing Family Conflicts Through Open Communication and Professional Guidance
Families face significant challenges in estate planning, especially those with complex structures like blended families, leading to conflicts and family breakdown if not addressed through open communication and professional help.
Estate Planning: Preventing Family Conflicts Through Open Communication and Professional Guidance
Families face significant challenges in estate planning, especially those with complex structures like blended families, leading to conflicts and family breakdown if not addressed through open communication and professional help.
Progress
52% Bias Score
Reverse Mortgages: Financial Relief or Diminished Inheritance?
Reverse mortgages convert home equity into tax-free cash for homeowners over 62, eliminating monthly payments but potentially reducing inheritance; alternatives include HELOCs, home equity loans, refinancing, or downsizing.
Reverse Mortgages: Financial Relief or Diminished Inheritance?
Reverse mortgages convert home equity into tax-free cash for homeowners over 62, eliminating monthly payments but potentially reducing inheritance; alternatives include HELOCs, home equity loans, refinancing, or downsizing.
Progress
36% Bias Score
Showing 13 to 24 of 50 results