The Wealth Advisor

Contributor

The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

McKinsey Global Institute Sees 4 Possible Scenarios for the Economy by 2030. Only One Leads to Long-Term Growth.

COVID-19. War in Europe. Inflation. Geopolitical uncertainty. Global business leaders have had a lot to deal with in the last few years.

Family Feud: Feinstein’s Daughter Battles Stepsisters Over $1 Billion Inheritance

The ongoing legal battle over the estate of Senator Dianne Feinstein’s late husband, Richard Blum, has put the spotlight on Feinstein’s only daughter.

What Happens When I Inherit an Annuity?

Understanding rules and regulations surrounding inherited IRA is crucial to ensure smooth transition of assets and to avoid potential tax pitfalls.

Estate Planning and Cryptocurrency: 5 Tips for Leaving Your Digital Assets

Cryptocurrency has changed the nature of what can be considered an asset, and that’s affected estate planning, too.

Special Needs Planning: Special Needs Trusts and ABLE Accounts

For those living with special needs or those who have loved ones with special needs, estate planning raises additional issues.