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Recent developments in estate planning: Part 1

  • October 8, 2018

Here is a look at legislative and regulatory developments affecting estate and gift taxes that occurred from June 2017 to May 2018. The article covers the impact of the Tax Cuts and Jobs Act as well as court decisions and IRS actions.

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Share financial tips with your clients' adult children

  • August 13, 2018

Advisers can establish stronger ties with their clients by offering financial tips to their adult children who have recently graduated from college. Advisers should explain the importance of creating an emergency fund, setting up a spreadsheet to manage accounts and paying off debt.

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Tips for successful succession planning in family businesses

  • July 2, 2018

Multigenerational succession planning can be a challenge for family businesses, as heirs sometimes have goals and talents that differ from those of the generation before them. The keys to successful succession planning are communication and starting the process while the founders still control the business.

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