Wealthy Clients Use Life Insurance to “Disinherit” the IRS. Here’s How
Innovative financial advisors are always thinking about how they can help clients hang onto their assets and keep Uncle Sam’s...
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Jeffrey Epstein Put His Assets in a Trust, but His Victims May Still Have a Crack at Them
It seems that disgraced financier Jeffrey Epstein was plotting and scheming to protect his fortune almost up to the day of his...
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Strike It Rich In America? Keep Dreaming
A free-market economy gives everyone the chance to get rich. Right? Wrong. A 2017 study by the Federal Reserve Bank of Cleveland...
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Save 26% on Your Long-Term Care Premiums
Awareness of the need to plan for the eventual need for care as our physical or mental health declines is higher than ever...
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Are Wealth Managers to the Super-Rich Undermining Society?
Much scholarship and commentary on the growth of inequality in the United States has been focused on public policies that ‘raise...
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Inflation: A Threat to Retirement Plans?
Is inflation really a risk to your clients’ retirement plan? On the one hand, inflation hasn’t posed a major threat to the economy...
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Post Mortem: Fighting Over The Epstein Estate
The saga of Jeffrey Epstein’s death continues even beyond the grave. Even as questions remain about the former asset...
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How to SHRED Without Breaking a Sweat
Good heavens, when we read the title of the linked article it sounded like they were going to demand a workout. Thankfully, we can...
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Clients Beware: Moving to a Lower-Tax State May Incite the Taxman
It sounds like a good idea: moving to a state with a lower tax burden. This makes particular sense if you’re retiring, but plenty...
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Impact Investing: What Every Financial Advisor Should Know
Many of today’s advisors know their way around ESG mutual fund and ETF offerings, yet they are largely unfamiliar with the much...
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Cruel Manipulation: Financial Abuse in Marriage and What Advisors Can Do About It
Jacqueline Newman is a matrimonial attorney in New York. We expect she’s seen plenty of things in marriages that make her lose...
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Alternatives to a Life Settlement
Financial advisors and insurance agents know their life insurance policies. In some cases, these policies can be the most important...
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How to Respond When You’re Maxed-Out with Clients
It sounds like a problem you could learn to live with: too many customers. In fact, a bulging client book can lead to innumerable...
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New York Implements New Standard for Annuities Sales
An amendment to Regulation 187 takes New York State’s oversight of annuities sales a step further than the state’s current...
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Lucky Lotto Winners Can Turn into Losers Fast: Advisors to the Rescue
Powerball, mega-million, the daily lotto – the stuff of dreams. Sadly, financial advisors know the truth: winning big in the...
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When Family Offices Enable Dirty Money
Jahangir Hajiyev, former chairman of Azerbaijan’s largest bank, was recently convicted of siphoning a fortune from a bank in...
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