REO Speedwagon’s epic hit provides several useful insights regarding the sweeping tax and estate planning changes under consideration by the Biden administration.
As coverage of the COVID-19 pandemic continues to saturate the media, you may have also noted a significant rise in clients’ anxiety level about estate planning and their own mortality.
FINRA’s proposed rule 3241 seeks to mitigate conflicts of interest that may arise when an advisor assumes certain types of fiduciary obligations for a client. It places addition scrutiny in cases where an advisor serves as the trustee or beneficiary for a client.
Clearly there is an opportunity for advisors to leverage Batman’s uncanny ability to adapt and prepare.
Here are some authentic questions and topics to integrate into meetings to initiate a substantive conversation with your clients and their heirs.
After nearly 30 years of consulting with advisors, representing one-person shops, broker-dealer reps and multi-billion dollar wealth-management practices, there is one question every advisor should hope their clients ask. But too often they are ill-equipped to answer it.
As you evaluate advisor-friendly trust providers, begin with a comprehensive understanding of the associated risks of the directed and delegated options.