Showing 37 to 48 of 50 results
Marriage vs. Domestic Partnership: Weighing Financial and Legal Ramifications
Marriage versus domestic partnership: A couple weighs tax implications, estate planning, inheritance, health insurance, Social Security benefits, asset/debt treatment, and legal proceedings before deciding.
Marriage vs. Domestic Partnership: Weighing Financial and Legal Ramifications
Marriage versus domestic partnership: A couple weighs tax implications, estate planning, inheritance, health insurance, Social Security benefits, asset/debt treatment, and legal proceedings before deciding.
Progress
36% Bias Score
Alternative Life Insurance Options for Uninsurable Clients
This article explores alternative life insurance options for uninsurable clients, including simplified issue, guaranteed issue policies, group insurance conversions, and secondary market solutions, along with financial strategies like self-insuring for those unable to secure traditional coverage.
Alternative Life Insurance Options for Uninsurable Clients
This article explores alternative life insurance options for uninsurable clients, including simplified issue, guaranteed issue policies, group insurance conversions, and secondary market solutions, along with financial strategies like self-insuring for those unable to secure traditional coverage.
Progress
32% Bias Score
Spousal Inheritance: Navigating Financial Implications and Estate Planning
The death of a spouse triggers complex financial implications, including asset transfer rules, tax adjustments (like step-up in basis), and Social Security survivor benefits; proactive estate planning and professional guidance are crucial for a smooth transition.
Spousal Inheritance: Navigating Financial Implications and Estate Planning
The death of a spouse triggers complex financial implications, including asset transfer rules, tax adjustments (like step-up in basis), and Social Security survivor benefits; proactive estate planning and professional guidance are crucial for a smooth transition.
Progress
8% Bias Score
2025 Stock Market Uncertainty Drives Interest in Art and Collectibles
Mixed 2025 stock market forecasts (S&P 500 projected between 5,000 and 7,000) are prompting interest in alternative investments like art and collectibles, which historically perform well during inflation and economic downturns; however, proper estate planning is crucial due to complex valuation and ...
2025 Stock Market Uncertainty Drives Interest in Art and Collectibles
Mixed 2025 stock market forecasts (S&P 500 projected between 5,000 and 7,000) are prompting interest in alternative investments like art and collectibles, which historically perform well during inflation and economic downturns; however, proper estate planning is crucial due to complex valuation and ...
Progress
52% Bias Score
Security Now Central to UHNW Estate Planning
The December 4, 2024, shooting of UnitedHealthcare CEO Brian Thompson is prompting UHNW families and their advisors to integrate personal security into estate and tax planning, leveraging tax-advantaged corporate security programs to protect family members and assets across generations.
Security Now Central to UHNW Estate Planning
The December 4, 2024, shooting of UnitedHealthcare CEO Brian Thompson is prompting UHNW families and their advisors to integrate personal security into estate and tax planning, leveraging tax-advantaged corporate security programs to protect family members and assets across generations.
Progress
40% Bias Score
Managing Intergenerational Wealth Transfer
This article explores the anxieties surrounding intergenerational wealth transfer and outlines various strategies, such as trusts and annuities, to ensure responsible and cautious distribution of assets.
Managing Intergenerational Wealth Transfer
This article explores the anxieties surrounding intergenerational wealth transfer and outlines various strategies, such as trusts and annuities, to ensure responsible and cautious distribution of assets.
Progress
40% Bias Score
Avoiding Costly Mistakes with Inherited IRAs
This article details common mistakes when inheriting an IRA, such as unauthorized contributions and incorrect titling, resulting in immediate taxation of the entire balance. It also explains how to split inherited IRAs tax-free and the importance of naming successor beneficiaries to avoid probate is...
Avoiding Costly Mistakes with Inherited IRAs
This article details common mistakes when inheriting an IRA, such as unauthorized contributions and incorrect titling, resulting in immediate taxation of the entire balance. It also explains how to split inherited IRAs tax-free and the importance of naming successor beneficiaries to avoid probate is...
Progress
24% Bias Score
Financial Advisors Outline Top Priorities for 2025
Financial advisors recommend budgeting, mindful spending, investment policy statements, salary negotiation, updated estate plans, family financial discussions, prioritizing marital finances, and early deadline preparation for improved financial well-being in 2025.
Financial Advisors Outline Top Priorities for 2025
Financial advisors recommend budgeting, mindful spending, investment policy statements, salary negotiation, updated estate plans, family financial discussions, prioritizing marital finances, and early deadline preparation for improved financial well-being in 2025.
Progress
36% Bias Score
Lack of Succession Planning Risks Costly Family Business Transitions
A new report reveals that two-thirds of business owners lack succession plans, risking costly disputes and inefficient transitions as over 60% of family businesses are set to change ownership in the next 10 years; proactive planning is crucial for maximizing financial returns and minimizing family d...
Lack of Succession Planning Risks Costly Family Business Transitions
A new report reveals that two-thirds of business owners lack succession plans, risking costly disputes and inefficient transitions as over 60% of family businesses are set to change ownership in the next 10 years; proactive planning is crucial for maximizing financial returns and minimizing family d...
Progress
36% Bias Score
Retirement Account Beneficiary Errors Lead to Significant Financial Losses
Two court cases highlight significant financial losses from neglecting retirement account details; in one, a former girlfriend inherited \$754,000; in another, children lost their inheritance due to a lack of updated beneficiary information after an employer acquisition.
Retirement Account Beneficiary Errors Lead to Significant Financial Losses
Two court cases highlight significant financial losses from neglecting retirement account details; in one, a former girlfriend inherited \$754,000; in another, children lost their inheritance due to a lack of updated beneficiary information after an employer acquisition.
Progress
48% Bias Score
Uncertainty Remains on Estate Tax Future Despite Republican Control
With Republicans controlling the White House and Congress, the future of the 2017 Tax Cuts and Jobs Act's $13.61 million estate tax exemption, expiring in 2025, is uncertain, necessitating proactive estate planning given potential budgetary challenges and Senate procedures.
Uncertainty Remains on Estate Tax Future Despite Republican Control
With Republicans controlling the White House and Congress, the future of the 2017 Tax Cuts and Jobs Act's $13.61 million estate tax exemption, expiring in 2025, is uncertain, necessitating proactive estate planning given potential budgetary challenges and Senate procedures.
Progress
32% Bias Score
Estate Planning in Canada: A Changing Landscape
This article discusses the shift in Canadian estate planning practices, moving away from traditional family-centric inheritance towards accommodating diverse relationships. It emphasizes the importance of clear communication and legal expertise to avoid potential disputes.
Estate Planning in Canada: A Changing Landscape
This article discusses the shift in Canadian estate planning practices, moving away from traditional family-centric inheritance towards accommodating diverse relationships. It emphasizes the importance of clear communication and legal expertise to avoid potential disputes.
Progress
40% Bias Score
Showing 37 to 48 of 50 results