Estate Planning

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  Pershing to Offer 529 College Savings Plans

  By Joyce Hanson, AdvisorOne  |  June 7, 2012

  The new 529 college savings plan is designed to help advisors overcome the hurdle of managing college savings outside their clients' portfolios.

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  Proper Path to Integrated Wealth Management, Pt. 3: 3 Key Wealth Transfer Strategies

  By James R. Cody, Harris myCFO  |  June 1, 2012

  How taking a multidisciplinary team approach can meet your HNW clients’ needs on estate and gift taxes, in particular, 529 plan gifting, FLPs and intrafamily loans.

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  Sterne Agee Adds Wealth and Estate Management Group

  By Michael S. Fischer  |  May 30, 2012

  Sterne Agee, a privately owned investment banking and brokerage firm in Birmingham, Ala., opened a wealth and estate management group last week.

• A Novel Approach

  By Ellen Uzelac  |  May 24, 2012

  Never heard of heritage planning? You will, if advisor Cam Thornton has his way.

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  5 Ways Rich and Famous Can Hide Assets

  By Michael S. Fischer  |  May 21, 2012

  Attorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.

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  Ultra-Wealthy Will Transfer $27 Trillion by 2050

  By Danielle Andrus, AdvisorOne  |  May 16, 2012

  Among ultra-high-net-worth investors, it is estimated that $27 trillion will pass from one generation to the next by 2050, a study released May 7 by Morgan Stanley Private Wealth Management and Campden Wealth found.

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  The Proper Path to Integrated Wealth Management, Pt. 1: Trusts

  By James R. Cody, Harris myCFO  |  May 14, 2012

  The value of trusts to the high-net-worth client, and how to structure and monitor trusts, in particular, of GRATs.

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  Natalie Choate’s Newest Estate Planning Tips

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.

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  Fee-Only Planners May Be Aging World’s Best Hope

  By Joyce Hanson, AdvisorOne  |  May 9, 2012

  ‘Shock of Gray’ author Ted Fishman tells NAPFA conference that fee-only planners are ideally suited to prepare people for the cold realities of global trends in an aging world.

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  What to Do Now to Minimize Wealth Transfer Tax

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  May 8, 2012

  Despite the uncertainty of taxes in 2013, wealth managers can take advantage of current law to help clients transfer significant wealth this year with little or no tax.