Wealth Planning

See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.

Highlights

Prince's Estate Reaches Settlement With IRS

Dec 07, 2021

A portion of the protracted legal battle will finally be put to rest.

2021 Retirement Plan Year in Review

Dec 07, 2021

Industry leaders provide their thoughts on the most important developments of the year for plan advisors.

Billionaires’ Wealth Surged to Record During Pandemic, Piketty Lab Says

Dec 07, 2021

About 2,750 billionaires control 3.5% of the world’s wealth, up from 1% in 1995.

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Bitcoin’s Latest Plunge Highlights the Dangers of a Crypto Salary

Dec 07, 2021

Politicians and celebrities are increasingly getting paid in the digital asset. Its drop — as well as tax complications — may steal some sheen from the trend.

Make 2022 the Best Year Yet with a Family Wealth Mission Statement

Dec 06, 2021

A family wealth mission statement represents a cogent, shared vision of what the family—across all generations—believes and stands for.

Small Group of Insiders Is Reaping Most of the Gains on NFTs, Study Shows

Dec 06, 2021

Investing frequently in a wide array of collections appears to lead to the highest profits, according to a Chainalysis study.

Chicago Family Poised for $29 Billion Windfall After Record Buyout

Dec 06, 2021

The Mills clan is selling a 79% stake in Medline in what is possibly the largest liquidity event ever for one family.

IRS 'Strikes Gold' by Targeting IRA Owners Investing in Coins

Dec 06, 2021

Tax Court holds that conversion of qualified retirement plan assets to precious metals results in a taxable distribution.

Ten Steps to Protect Sensitive Information This Holiday Season

Dec 06, 2021

'Don’t let this be the most wonderful time of the year for identity thieves.'

Celebrity Estates: MacKenzie Scott and the Future of Giving

Dec 06, 2021

MacKenzie Scott, Jeff Bezos' ex-wife, provides an example of charitable giving through a personal, philosophical and...

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Wealth Planning

See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more. For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.

See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.