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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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
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8 Steps to Take When Settling an Estate as the ExecutorBeing the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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How to Choose Your Trustee or Executor of Your WillAbove all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka
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How to Build Your Financial Fortress: Asset ProtectionAsset protection is more important now than ever. These seven layers of protection can protect your wealth from potential creditors long before claims arise.
By John M. Goralka
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How to Control Investing Risk During the MidtermsManaging your emotions during market volatility is crucial for maintaining a stable portfolio. Now is a good time to check in on your risk tolerance.
By Dylan Pollock
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The Professional Implications of Lawyers Ghosting ClientsIgnoring calls isn't just the leading cause of disciplinary complaints against attorneys — it reflects a lack of professional responsibility and empathy.
By H. Dennis Beaver, Esq.
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Why Record Market Highs Could Mean It's Time to RetireRecord market highs can present an opportunity to retire earlier than planned, provided your strategy relies on spending control, risk management and more.
By John Vandergriff
