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The younger, the better: Gen Zers are ready for estate planning
Advisors say Gen Zers are more curious and interested in post-death plans than other generations
Tax and financial planning questions raised by Diddy’s song rights transfer
Creative control, income and capital gains are among the considerations for songwriters and recording artists.
‘700 Club’ founder Pat Robertson’s death raises estate planning questions
The conservative religious leader and televangelist leaves behind a considerable estate and various nonprofit organizations.
Estate planning fintech Wealth lands $16 million in funding
The Wealth platform is designed to help clients better manage their legacies by creating plans online through a combination of proprietary legal documents and encrypted digital vaults.
Why Michael Jordan invested in estate planning startup Vanilla
The basketball legend is among the investors participating in an $11.6 million funding round for Vanilla, which was founded by Steve Lockshin in 2019 to fully digitize estate planning for registered investment advisers.
Looking beyond a will: Estate planning as end-of-life planning
Estate planning is a lot bigger than just the financial aspects of the estate; it includes family, feelings, values and goals.
Inheriting client assets? Finra says not so fast
The new rule requires reps to receive written permission before accepting an inheritance
Pandemic highlights importance of estate planning
The current environment may increase clients' interest in establishing estate plans and getting all the necessary documents in place
Low interest rates boost this estate planning strategy
A type of trust known as a GRAT allows for larger tax-free transfers when interest rates are low
IRA trusts could become an estate planning disaster
If Congress eliminates the stretch IRA, advisers will have to rethink IRA trust planning.
Stan Lee: Estate planning takeaways from the Marvel legend’s elder-abuse saga
Late-life planning will grow more important for advisers as clients increasingly live into their 90s and 100s.
Fintech aims to digitize estate planning
Companies like Everplans and Yourefolio are finding success with advisers looking to expand their planning capabilities.
How will Hugh Hefner’s estate ‘look after’ his widow’s finances?
Trust arrangements may allow the Playboy magazine founder's third wife to receive an income stream without technically inheriting from the estate.
Killing estate tax could kill charitable giving
In 2010, when the estate tax was temporarily repealed, gross charitable bequests in IRS tax filings dropped 37 percent, and some fear it could happen again.
Why keeping inheritance expectations realistic can help avoid conflict later
Family conflicts often arise when money mixes with grief.
7 tips on achieving zero-tax estate planning through charitable giving
Philanthropy has its advantages.
Advisers say this part of Hillary Clinton’s estate-tax plan is worse than the higher rate
“This will seriously impact inheritances for many middle- and lower-income Americans,” said one adviser. (More: Republican lawmakers attempt to stop estate-tax regulation)
Muhammad Ali’s estate plan: Greatest of all time?
Valuing Mr. Ali's image rights, inheritance tax on property and the will's treatment of his nine children are a few potential estate quirks that could come up.
What the loss of Prince can teach us about estate planning
For any estate where there is no concrete plan, a number of complications can arise.
Prince’s death sets off estate planning quagmire
A complicated process to value the music icon's estate hinges on future royalties.
