News
Over The Next Several Decades An Unprecedented Transfer Of Global Wealth Will Unfold
5+ hour, 2+ min ago (758+ words) For advisors, the implication is clear: without proactive intervention, a meaningful share of client wealth may become entangled in legal ambiguity, family conflict, and forced liquidation. The consequences extend beyond individual families'they represent a systemic inefficiency in wealth transfer that…...
The Point At Which Wealth Becomes Taxable At Death Remains Subject To Ongoing Legislative Change
2+ week, 6+ hour ago (1080+ words) Death and taxes are often cited as life's only certainties, yet the point at which wealth becomes taxable at death remains subject to ongoing legislative change. For wealth advisors and RIAs, this fluidity underscores the importance of staying ahead of…...
Dynasty Financial Partners Launches Partnership with Wealth.com’s Ester AI as a Service to Power Estate and Tax Planning
3+ week, 19+ hour ago (260+ words) No upcoming events at this time Through the Wealth.com integration, Dynasty's AI platform will evaluate estate plans against client activity across financial accounts, documents, meeting notes, emails and CRM updates. When meaningful life events or structural changes occur, the…...
Retirees: 3 Things You Should Remove From Your Will Immediately
4+ week, 1+ hour ago (839+ words) No upcoming events at this time (GoBankingRates) -Many retirees take comfort in knowing they have a will in place. It feels responsible. Organized. Final. But according to elder law and estate planning experts, having a will isn't the same as…...
Increasingly Clients Are Turning To Their Financial Advisor For Estate Planning Guidance
4+ week, 1+ hour ago (1182+ words) No upcoming events at this time Who do clients turn to when they have questions about estate planning benefits? Increasingly, they are turning to their financial advisor. For wealth advisors, this is more than a market development. It is a…...
Haunted By Inheritance Nightmares? 7 Tips For Avoiding Probate
1+ mon, 3+ week ago (993+ words) No upcoming events at this time (USA Today) -When you die, estate planners say, one of the finest gifts you can leave your heirs is a plan for avoiding probate. Probate isalegal process that distributes a dead person's assets and…...
Retirement Planning Without Children Requires Prioritizing Long-Term Care And Estate Strategies
1+ mon, 4+ week ago (463+ words) No upcoming events at this time (Investopedia) -Not having kids might mean fewer financial obligations, but it doesn't automatically makeretirement planningeasier. In fact,flying solo as you agecomes with its own set of complexities, fromhealth care coststo estate decisions. Without…...
I Asked ChatGPT How To Make My Estate ‘Drama-Proof’ For My Heirs In 2026 — Here’s Its 12-Month Checklist
2+ mon, 2+ week ago (834+ words) No upcoming events at this time (GoBankingRates) -After my dad died in 2018, missing documents and lack of planning turned administering his modest estate into a several-year ordeal. Hoping to avoid making the same mistakes, I asked ChatGPT for a road…...
Warren Buffett Tells Parents to Let Kids See Their Will First and Understand Their Estate Plans
2+ mon, 3+ week ago (342+ words) No upcoming events at this time (Investopedia) -Legendary investor Warren Buffett has estate-planning advice for all parents, regardless of their wealth level: Let your adult children read your will before you sign it. In a revealing November 2024 letter to shareholders,…...
Estate Planning Helps ‘Forestall Bad Outcomes,’ Author Says — You Need Some Key Documents Even at Age 18
2+ mon, 3+ week ago (950+ words) No upcoming events at this time (CNBC) -After Beth Pinsker's father died, she had her mother set up a newestate planthat included apower of attorney, a legal document that gives permission for someone to make financial decisions on your behalf…...