Clients’ Misunderstanding About Indexed Policies

Nov 18, 2021

Sometimes the obvious needs to be stated: A policy with a 0% crediting floor can still lose money.

Two New Income Tax Surcharges Included in Build Back Better Act

Nov 18, 2021

An unwelcome tax surprise may await business sellers and non-grantor trusts.

Thwarting Con Artists Looking to Prey on HNW Clients

Nov 16, 2021

Four principles to share with higher-profile clients to save them time, money and heartache.

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FastChat: Estate Planning Trends to Watch for 2022

Jan 26, 2022

This FastChat interview highlights the results of a recent survey on estate planning and trust administration trends.

Advising Clients on Their Automobile Collections

Nov 15, 2021

Great and rare cars are coveted and increasingly viewed as fine art.

COVID-19 and Gift and Estate Valuations: One Year Later

Nov 15, 2021

The many uncertainties that still linger create a rare planning opportunity.

SEC Rejects VanEck’s Bitcoin ETF in Latest Spot-Listing Snub

Nov 12, 2021

Basing a product on the spot price of Bitcoin could violate securities rules because the market is too prone to abuse, according to the commission.

Operation Hidden Treasure: The IRS vs. Crypto

Nov 12, 2021

A timeline of the past seven years of IRS policies, statements and actions on virtual currency.

How Advisors Can Catch Premium Financing Red Flags

Nov 12, 2021

The biggest sign to look for is if someone has, or is looking at, a premium financed life insurance transaction in the first place.

Wealthies Circle Podcast: Succession Planning with Key Family Wealth Management’s Jeff Getty

Nov 11, 2021

Jeffrey Getty, an advisor for Key Banks Family Wealth Consulting Team, takes us on a deep dive into the most common mistakes made by business owners when preparing for succession.