Daylight CEO Underscores The Need For Philanthropic Planning Know-How
Those advisors in the UHNW space without philanthropic planning services and understanding could be "left behind" by 2030, according to Daylight Advisors CEO Dien Yuen.
Broker for the Wealthy, Charles Monat, Is Said to Consider Sale of the Business
Charles Monat is working with a financial advisor on a potential disposal that could value it at $400 million to $500 million.
Trust & Will Does What it Says on the Box
The estate-planning platform currently boasts over 13,000 advisors.
Bad-Facts Family Limited Partnership Causes Estate Tax Inclusion
Tax Court imposes an accuracy-related penalty.
Future Tax Policy and Planning Strategies Hinge on 2024 Elections
A breakdown of the top-level proposals from each side of the aisle.
Strife After Death: Who Gets to Decide Your Client’s Burial Rights?
All too often, the first issues that arise after a loved one dies are disputes about their funeral and burial arrangements.
Expanding Special Needs Planning for Advisors and Clients
Discover how special needs planning is becoming essential for advisors to support families and expand their practice in this insightful discussion.
Creating Winning Strategies for UHNW Clients
Learn how to attract and retain the growing number of UHNW clients.
Tax-Busting Tactic Loved by Tech Millionaires Is Coming to ETFs
The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.
Celebrity Estates: Shannen Doherty and the Importance of Timely Planning
The day before she died, Shannen Doherty finalized her divorce, ensuring her assets would be passed to her chosen beneficiaries.
