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The Jimmy Buffett estate dispute reveals costly pitfalls—trustee selection and marital trust structure. Here's what affluent families can learn from this.undefinedCelebrity Estate Planning Lessons: What Jimmy Buffett's Trust Dispute Teaches Us

Celebrity Estate Planning Lessons: What Jimmy Buffett's Trust Dispute Teaches Us

Key Takeaways from Jimmy Buffetts Estate Planning Dispute

TCJA Extension and Congressional Tax Updates: What High-Net-Worth Taxpayers Should Know and other suggestions
Lower Fed rates could counterintuitively raise property and casualty insurance premiums. Learn why this relationship exists and how to review your P&C.undefinedHow Fed Rate Cuts Could Raise Your Property and Casualty Insurance Premiums
How Fed Rate Cuts Could Raise Your Property ...

Congress is debating whether to extend TCJA before it expires. Explore the proposed tax changes and what they mean for income tax rates, deductions, and.undefinedTCJA Extension and Congressional Tax Updates: What High-Net-Worth Taxpayers Should Know
TCJA Extension and Congressional Tax Updates...

The NBA gambling scandal highlights a misunderstood tax issue: how gambling income and losses are reported. Learn how the IRS treats gambling winnings and.undefinedGambling Income and Taxes: What the NBA Betting Scandal Teaches Every Taxpayer
Gambling Income and Taxes: What the NBA Bett...

Stable economic data and company fundamentals, there’s an undercurrent of fear and uncertainty that may lead to further market volatility. It’s important to stay alert during these turbulent times and proactively guard against risks. One area to review is leverage in the form of margin loans and pledged asset lines or lines of credit (LOC).undefinedProactive Strategies to Guard Against Wealth Planning Risks During Market VolatilityRefining your asset location strategy while maintaining your target asset allocation can also yield benefits. Consider relocating your high-quality bond holdings to the leveraged account and shifting the more volatile securities like equities to your tax-advantaged accounts. This shift will likely reduce the volatility in the account associated with the debt and help avoid closing in on the loan-to-asset limits. You may trigger some gains but lock in some of those gains by investing in a less volatile asset.
Proactive Strategies to Guard Against Wealth...

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The Real ROI of Joining an Exclusive Peer Network — and How to Get In

The Real ROI of Joining an Exclusive Peer Network — and How to Get In

The Crucial Role of Financial Advisors in Seamless Estate Planning Execution

The Crucial Role of Financial Advisors in Seamless Estate Planning Execution

Navigating 401(k) Access to Private Markets: A New Era in Wealth Management

Navigating 401(k) Access to Private Markets: A New Era in Wealth Management

Exclusive Guide to Emerging Luxury Destinations for Ultra-High-Net-Worth Families

Exclusive Guide to Emerging Luxury Destinations for Ultra-High-Net-Worth Families


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