Help clients prepare for a serious illness
Despite concerns about saving, only 13% of respondents recently consulted an advisor
Although there are tools to help, financial advisors still say it’s best to maintain updated information
Property transferred to an adult child is presumed to be in trust unless proven it was intended as a gift
Strategic withdrawals allow clients to smooth out their income levels over retirement
Here’s the status of tax proposals that matter to your clients
Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules
It’s not too early to consider the estate implications if someone dies while holding an FHSA
Wills should consider various scenarios for the sequence of death among beneficiaries
Help clients consider an investment policy statement in their wills