All Wealth Planning Content

Negotiating a Strong Financial Settlement for Your Divorcing Clients

Christy L. Watkins, CFA |
Wealth Planning
Getty

Having a holistic view of your client’s entire financial picture can help lead to a successful settlement. As a divorce attorney, you have a unique opportunity during the divorce process to help 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 important in achieving an advantageous settlement.

Read More...


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.

Listen...


What Does Gifting Under the Biden Administration Mean for Your Wealth Plan?

Alvina H. Lo |
Wealth Planning

The Biden administration’s impact on tax legislation is still uncertain. With the potential for a considerably reduced federal gift tax exemption, now may be a good time to make significant gifts. Barring any intervening legislation, the current exemption amount is slated to sunset on December 31, 2025 (www.irs.gov). Therefore, it may be more important than ever to revisit your planning especially since tax legislation has the potential of being retroactive.

Read More...