Estate Planning
The World’s Rich Are Getting Even Richer. Here’s What They Buy.
The ultrarich were the fastest-growing segment of the world’s wealthiest, according to an annual report from Capgemini.
Long Read
You Sold at a Loss. How to Cut Your Tax Bill and Help Others.
Market drops allow you to combine tax-efficient selling in your portfolio and charitable giving.
4 minute read
Why RIA Leaders Shouldn’t Overlook ESOPs as a Succession Strategy
Employee stock ownership plans let business owners take their chips off the table while staying deeply involved in their firms.
4 minute read
Estate Planning Is Tricky. How Volatility Can Actually Help.
Battered share prices often allow you to pass more money to heirs without paying estate taxes.
4 minute read
Expect an Inheritance? How to Talk to Mom or Dad About It.
Financial advisors share tips for helping their clients have an open dialogue with their parents about a future inheritance.
4 minute read
Do You Have Life Insurance You No Longer Need? 6 Options to Consider.
Sometimes people hold on to permanent life insurance after their financial needs have changed. Advisors can help them assess what to do.
Long Read
Your Kids Don’t Want Your Art and Collectibles. One Expert Offers Advice.
Cerity Partners’ Natalia Tchetchoulina on the do’s and don’ts of passing those vintage cars, paintings, or jewelry to your heirs.
Long Read
