5+ day, 50+ min ago   (79+ words) No proof that it was meant to be gift for the spouse. Related:The T&E Inner Circle | Planning With Embryos Partner, Trusts & Estates Practice Group, Kirkland & Ellis LLP David is a graduate of Northwestern University School of Law and…...

5+ day, 23+ hour ago   (489+ words) Some investors are letting AI agents do their investing, but skeptics worry about the risks. State Street and UC Investments have launched an “endowment inspired” ETF. These are among the investment must reads for financial advisors this week. He’s Letting…...

3+ week, 3+ day ago   (92+ words) The technique allows wealthier clients to obtain a favorable basis adjustment Member, Trusts and Estates Practice Group, Brach Eichler LLC Joy Matak is a Member in Brach Eichler LLC's Trusts and Estates Practice Group. Partner, Shenkman Tietz Martin M. Shenkman, CPA,…...

2+ week, 5+ day ago   (106+ words) Wealth Management IRS Issues Proposed Regs on Charitable Reporting Requirements The scope of IRC Section 6034 is narrowed under certain circumstances. On Aug. 17, 2026, the Internal Revenue Service issued proposed regulations (proposed regs) (REG-109082-25) that would: (1) eliminate the Form 1041-A reporting requirement…...

2+ week, 6+ day ago   (271+ words) Can RPAs, wealth advisors and providers adapt? While the convergence of wealth and retirement at the workplace and eventually all benefits is reshaping the DC industry, the growth of retirement plans by these smaller businesses, many employing hourly workers, will…...

3+ week, 2+ day ago   (163+ words) Evergreen secondary funds let new investors capture immediate value from discounted purchases, but the advantage diminishes as assets grow, making timing critical. After investing client assets in private equity for more than 25 years, I’ve come to believe that one of…...

3+ week, 2+ day ago   (197+ words) And the Disappearing Adverse Party Wealth Management Incomplete Gift Non-Grantor Trust Traps And the Disappearing Adverse Party Does the arrangement provide real economic interests and governance limits? Incomplete gift non-grantor (ING) trusts occupy an uncomfortable but useful middle ground in…...

3+ week, 4+ day ago   (231+ words) Succession Planning, Trade Secrets, and Advisor Transitions Wealth Management Talent Competition in Wealth Management: Succession Planning, Trade Secrets, and Advisor Transitions Intense competition for advisor talent creates employment and trade secret challenges. Protect your firm while navigating succession, hiring, and…...

3+ week, 6+ day ago   (275+ words) Indexing’s advantage is not merely lower fees. It is also behavior. Morningstar’s Jeff Ptak recently examined the 100 largest active U.S. stock funds and found something that should make investors pause. The funds, in aggregate, underperformed. However, the failure was…...

4+ week, 23+ hour ago   (128+ words) National Make-A-Will Month is a good time to bring up important issues. Related:Set Up a Client Care Program to Regularly Review Estate Documents Financial advisors don’t need to practice law to improve estate-planning outcomes. They need to identify implementation…...