Categories

Estate Planning

Rethinking Inherited IRAs After the SECURE Act by Lee F. Hediger

Posted May 1, 2020

The SECURE Act’s elimination of stretch IRAs poses a challenge to many high-net worth account owners who had hoped to pass their savings to the next generation and allow inheritances to continue growing tax-free over beneficiaries’ lifetimes. Under the law, non-spouse IRA beneficiaries must withdraw the entirety of inherited IRA accounts within 10 years of […]

Joining an Independent Broker-Dealer Can Strengthen Financial Advisors’ Capabilities, Help to Improve Client Services by Eric Zeitlin

Posted May 1, 2020

Gone are the days when large, institutional banks and wirehouses were the only ones with pockets deep enough to arm financial advisors with the tools needed to attract and retain wealthy clients. Today, independent broker/dealers and registered investment advisories associated with independent wealth management firms have access to a wide array of customizable strategies and […]

Now is the Time to Review Estate Planning Documents by Kathleen Marteney, CRPC

Posted April 27, 2020

The rapid spread of COVID-19 and daily reports of related deaths are giving individuals pause about their own mortality and the plans they have in place for managing their legal rights, financial wellbeing and physical health in the event they are too ill to make those decisions. At this time of global uncertainty, reviews and […]

Weighing the Tax Risks and Rewards of Gifting Assets to Heirs During Life by Brendan T. Hayes

Posted April 2, 2020

Gifting assets to family members or other beneficiaries during your life not only helps to establish your legacy for future generations, but it also provides an opportunity to reduce the size of your taxable estate. However, before making any gifts, it is important you consider how certain assets will be treated differently for tax purposes […]

Disaster-Relief Loans Available to Small Businesses Impacted by COVID-19 by Todd A. Moll, CFP®, CFA

Posted March 19, 2020

Federal and state governments have announced relief programs to help the nation’s 30 million small businesses suffering financial hardships in the wake of the novel coronavirus (COVID-19) pandemic. Federal Aid The Economic Injury Disaster Loan program, managed by the Small Business Administration (SBA) in tandem with U.S. state and local government, will offer up to […]

Keep an Eye on Estate Planning Through COVID-19 Pandemic by Eric P. Zeitlin

Posted March 19, 2020

The novel coronavirus (COVID-19) pandemic is having a profound impact on people and businesses across the globe. Lives have been lost, businesses are facing the potential of mounting losses, and an uncertain economic future is roiling the global equity markets. Through this time, families must also assess the impact of the virus on their estates […]

Critical Financial Planning for Widows and Widowers by Kathleen Marteney, CRPC

Posted March 12, 2020

The death of a spouse can be one of the most devastating events in an individual’s life. Not only must surviving spouses cope with the emotional, mental and physical turmoil of their crushing grief, but they will also face a tsunami of legal and financial decisions, including the responsibility to pay their bills, keep the […]

Timing Social Security Benefits by Lee F. Hediger

Posted February 26, 2020

If you turned 62 this year, congratulations! You may begin collecting Social Security benefits. The longer you wait to start claiming these benefits, the higher the monthly payout you will receive. For example, by waiting until you reach your full retirement age (FRA), as defined by the Social Security Administration depending on the year you […]

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