All Wealth Planning Content

Negotiating the Best Financial Settlement for Your Divorcing Clients

Christy L. Watkins, CFA |
Wealth Planning
Getty

The only way to ensure the financial settlement request is truly successful is to have a holistic view of your client’s entire financial picture, not just the settlement amount.As a divorce attorney, you have a unique opportunity during the divorce process to set up your client for future financial independence and success.Having the right data and a holistic view of your divorcing client’s financial picture are crucial in achieving an advantageous settlement.

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Gifting Assets Under a Biden Administration

Alvina H. Lo |
Emerald GEMs

January 26, 2021, GEM 31 — With the Biden administration and Democrat-controlled Congress now in place, the lifetime gift exemption—currently at an all-time high—could revert to a drastically lower level sooner rather than later. Therefore, now is the time for gifting assets while the higher exemption is still available. In today’s podcast, Chief Wealth Strategist Alvina Lo discusses actionable estate planning strategies, including common roadblocks and how to overcome them.

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New Year, New Administration: What Does This Mean for Gifting Under Your Wealth Plan?

Alvina H. Lo |
Wealth Planning

With big changes in the White House, wealth planning is key.After many recounts and court challenges, Joseph R. Biden Jr. has been inaugurated as President of the United States.For those whose assets are significant enough to have a taxable estate, planning will be even more important now. With the potential for a considerably reduced federal gift tax exemption, now is the time to make significant gifts.

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