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
The recent House tax proposal would upend grantor trusts and make planning more difficult for those transferring wealth to heirs
There is a chance that several tax provisions not in the current bill could come back in legislative debate as amendments.
When wealth transfer fails from one generation to the next, a communications failure may be one of the leading causes.
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.
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.
A proposal from the Internal Revenue Service (IRS) would change the way family-owned businesses are valued for family business transfers.
Survey found that making connections with the next generation of investors can be challenging.
Wealth transfer requires estate planning whether an estate is large or small.
Planning topics to engage the next generation
Wealth transfer creates opportunity for advice