News - advisors

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  Inherited IRAs: Big headache, or big opportunity?

  Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs.
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  Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity

  During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The client and dozens of fellow employee shareholders are now flush with cash. “I’d like to use some of the money to give to charity,” the client tells you. “Let’s talk about a family fund at the Lincoln Community Foundation.”
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  The “i’s” have it: Two key topics for client meetings

  Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving.
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  Farms, tax planning, and funding a family legacy

  Given that there are more than 2 million farms in the United States, most advisors have at least one client who owns farm property. Although the number of farms has been dropping slowly but steadily since 2000, still, millions of dollars of wealth are tied up in farms as agricultural land continues to be valuable.
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  Back to basics: Reminding clients about wills, trusts, and charitable bequests

  August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about establishing or updating their will.
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