Adviser Intel
Adviser Intel features expert wealth insights from a curated selection of financial professionals about retirement, estate planning and tax strategies.
Latest
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Working Remotely Abroad? What to Know About Your PaycheckIf you're going to work for a U.S. company abroad, establish your employment structure and payroll plan before you move to avoid tax and cash-flow headaches.
By Nicolás Castillo, CPA
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8 Retirement Tax Strategies Your CPA Won't ShareTax preparation calculates what you owe for the previous year, but tax planning helps lower your lifetime tax bill — and is vital for retirees with pensions.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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How the Energy Crisis Is Changing Real Estate InvestingFrom strategic 1031 exchanges to 100% bonus depreciation and Opportunity Funds, this is how savvy investors are turning global turbulence into long-term wealth.
By Daniel Goodwin
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Does Your Charitable Giving Plan Need an Overhaul?Creating an intentional charitable giving plan allows you to align your contributions with your core values while making the most of your tax benefits.
By Marguerite Weese, JD, LL.M.
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Choosing Your Trustee: These Are the Common OptionsA friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options.
By Denise McClain, JD, CPA
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Which Type of Power of Attorney Is Right for You?Durable or limited? How about springing or military? There are many more kinds of POAs than just medical or financial.
By Kelsey M. Simasko, Esq.
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Estate Planning and Unequal Inheritances: Talking Is KeyOpen communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.
By David Handler, J.D.
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An 'Equal' Inheritance for All the Kids Doesn't Always WorkHere are four scenarios in which it'd be appropriate for one or more of your children to inherit differently than their siblings.
By Tracy Craig, Fellow, ACTEC, AEP®
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You've Got a Trust: Now Who Should Be the Successor Trustee?You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
By John M. Goralka
