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FEBRUARY 2016

Cover Story: Estate Planning

Estate Planning Implications of Remarriage

by John J. Scroggin, AEP®, J.D., LL.M.

The laws concerning spousal rights impact families experiencing a remarriage far more than state and federal estate taxes. This article explains spousal rights and how to reduce or eliminate them.


Practice Management

“SOAP” Notes for Advisers?
by Joni Youngwirth
Could you take a page from the medical profession and easily improve your client meeting notes?


Contribution

Spending in Retirement: Determining the Consumption Gap

by Chris Browning, Ph.D.; Tao Guo, Ph.D.; Yuanshan Cheng; and Michael S. Finke, Ph.D., CFP®

This research shows that setting aside 40 percent of financial assets to cover uncertain longevity, medical costs, and bequests still results in a consumption gap as high as 47.3 percent among higher-wealth retirees.

 

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