House tax proposal would upend grantor trusts
The recent House tax proposal would upend grantor trusts and make planning more difficult for those transferring wealth to heirs
Tag: wealth transfer
Will these three tax ideas creep back into legislative debate?
There is a chance that several tax provisions not in the current bill could come back in legislative debate as amendments.
A communications failure can derail your legacy
When wealth transfer fails from one generation to the next, a communications failure may be one of the leading causes.
Social strategies to meet clients’ families
As trillions of dollars are expected to move from boomers to the next generation, advisors may consider using social strategies to meet the entire family.
Identifying key contacts in the next generation of investors
Only a small percentage of heirs stay with the financial advisor used by their parents, making it critical for advisors to connect with the next generation.
IRS sets its sights on family business transfers
A proposal from the Internal Revenue Service (IRS) would change the way family-owned businesses are valued for family business transfers.
Making inroads with the next generation
Survey found that making connections with the next generation of investors can be challenging.
Planning topics for estates of any size
Wealth transfer requires estate planning whether an estate is large or small.
Planning discussions to have with the next generation
Planning topics to engage the next generation
Four steps to connect with the next generation of investors
Wealth transfer creates opportunity for advice