Estate Planning

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  5 Smart Approaches to Charitable Giving This Holiday Season

  By John Sullivan, AdvisorOne  |  November 27, 2012

  With so much tax and fiscal uncertainty, Schwab Charitable’s Kim Laughton offers these strategies to help donors manage the recent boom in charitable giving.

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  Merrill Lynch Warns of Post-Election Double Whammy

  By Joyce Hanson, AdvisorOne  |  November 8, 2012

  Merrill Lynch Wealth Management recommends three talking points for financial advisors to keep in mind when talking with their clients.

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  Maximizing Charitable Giving Through Universal Life Insurance

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  October 23, 2012

  Avoiding the complications of estate taxation and the U.S. probate system may be key reasons to allow high-net-worth foreign clients to include sizable charitable donations in their estate planning.

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  Successful Wealth Transfer Demands Strong Relationship Management

  By Robert Fiore, Private Client Resources  |  October 23, 2012

  Beyond the obvious financial connection between advisors and their clients is the often-overlooked personal connection.

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  How Obama’s and Romney’s Tax Plans Will Affect Your Clients

  By Phillips Hinch, Financial Planning Association  |  October 17, 2012

  Beyond the debate hype, what President Obama and Gov. Romney really propose on taxes, and what those proposals will mean for your clients.

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  The Ticking Estate Tax Time Bomb: Less Than 90 Days of Planning Remain

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  October 16, 2012

  For your clients who have been playing the wait-and-see game in estate planning this year, the time for waiting is over.

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  Why Risk Parity Matters Now More Than Ever

  By Lee Partridge, CFA, Salient Partners  |  September 20, 2012

  A longer view of how equity and bond markets perform provides a compelling argument for targeting a consistent level of portfolio volatility.

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  Don’t Let Clients Be Blinded by the 2013 Sunset: Tax Planning Now

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  September 17, 2012

  The possible tax changes with the New Year—and a definite one—that you should consider for your clients, regardless of who is president.

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  Obama vs. Romney: 6 Key Differences on Taxes, Regulation

  By Dan Berman, AdvisorOne  |  September 12, 2012

  The two candidates offer voters starkly different ideas on how to reform the tax and financial systems.

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  7 U.S. Presidents Who Flopped Financially

  By Dan Berman, AdvisorOne  |  September 6, 2012

  Becoming president doesn’t mean you’re as successful with your money as with your career. AdvisorOne spotlights seven who flopped financially.