- Generation Next. Rieder, Ann // Financial Planning;Oct2013, Vol. 43 Issue 10, p108
The article discusses the need for financial advisors and wealth managers to be prepared for the transfer of assets from baby boomers to their heirs. It describes the steps to developing a holistic and supportive approach for family estate planning services. Conducting a comprehensive review to...
- Great Expectations. // Financial Planning;Jul2003, Vol. 33 Issue 7, p39
Presents information on inheritors of wealth for the benefit of financial planners dealing with such clients. Consequences which inheritors undergo through; Significance of inheritances to heirs and heiresses; Categories of inheritors.
- Estate planning in an uncertain economy. Krooks, Bernard A. // Fairfield County Business Journal;10/25/2010, Vol. 49 Issue 43, p29
The article reports on the importance of estate planning even in an uncertain economy in the U.S. and discusses its advantages.
- FAIR MAY NOT MEAN EQUAL. OTTE, JOHN // Farm Futures;Nov2014, Vol. 11 Issue 11, p70
The article discusses estate planning of a farm business focusing on considering contribution of individual heirs to the business.
- Financial Parenting. Pullen, Courtney // Journal of Financial Planning;Sep2000, Vol. 13 Issue 9, p54
This article discusses several aspects of financial planning for a family where the parents had difficulty setting limits on their children's finances. The author says that a local financial planner referred a family to him, hoping that he could assist the family in preparing for a sizable...
- Make the most of a windfall. Burton, Jonathan // Medical Economics;11/09/98, Vol. 75 Issue 22, p122
Looks at methods which can be used to efficiently manage money, with emphasis on inheritances. Importance of acquiring a financial adviser; Benefits of collaborating with financial advisers; Role of a financial planner.
- Long-Term Care Planning. Griffin, Aimee // Skanner (Seattle, WA & Portland, OR Combined Edition);10/14/2015, Vol. 38 Issue 2, p14
The article offers information on the need for working with financial and estate-planning professionals during long-term elder care planning in the U.S. and mentions to plan while taking legal, financial and tax decisions for the welfare of family and future generations.
- Become a CPA Super Hero. Schaub, Ben L. // CPA Wealth Provider;Oct2007, p12
The article features the CRT Split Advantage, a new, patent-pending method of managing Charitable Remainder Trusts (CRTs), which offers an improved roadmap for CPAs to insist multiple generations. It is cited that the CRT Split Advantage can be structured to fund family foundations, which...
- CHAPTER 2: Your Beneficiaries. // Estate Planning Basics;7/ 1/2011, p23
The article explores deciding on one's beneficiaries during the process of estate planning in the U.S. It is said that one has the freedom to choose whoever his beneficiaries will be unless he is married. Beneficiaries are reportedly classified into two groups, the direct beneficiaries and the...