Estate Planning

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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.

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  Advisors & Gen X, Pt. 1: Retirement Planning and Wealth Transfers

  By Liz Davidson, Financial Finesse  |  September 4, 2012

  Members of this generation, recipients of the coming Great Generational Wealth Transfer, have some unique roadblocks when it comes to planning. Here’s how you can become their valued partner.