Cover Story: Estate Planning
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.
“SOAP” Notes for Advisers?
Could you take a page from the medical profession and easily improve your client meeting notes?
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.