estate planning

Advisor Upside

A Fair Inheritance Doesn’t Always Mean an Equal Inheritance

Photo by Getty Images via Unsplash

Inheritance can quickly create tension and dramatic infighting, especially when a client leaves more to one person than another.

2 min read

Advisor Upside

‘Die with Zero’ May Be Unrealistic, But That’s Not Stopping Retirees From Trying

It’s hard to convert diligent savers into spenders in retirement, but people should be able to enjoy themselves while they can.

4 min read
Photo by Goh Rhy Yan via Unsplash

ETF Upside

Think Twice Before Asking AI About Clients’ Estate Planning

If you wouldn’t share client data with a stranger or a hostile attorney, don’t upload it into generic AI chatbot tools.

2 min read
Photo by Getty Images via Unsplash

Retirement Upside

Ranking Last in Estate Planning, Gen X Risks Unforeseen Consequences

Few people born from the mid-1960s to 1980 have written a will or completed other key steps like designating someone to hold medical power of attorney.

2 min read

Advisor Upside

AI Is Changing How Clients Work With Advisors. Mostly for the Better

Photo by Jo Lin via Unsplash

Artificial intelligence tools are helping clients become better consumers of financial advice. But there are risks.

2 min read

Retirement Upside

The $124T Great Wealth Transfer Is Coming. So Are the Hackers

Photo by Mikhail Nilov via Pexels

Without stronger privacy controls, advisors risk lasting reputational harm from cybercriminals.

2 min read

Retirement Upside

Gaps in Estate Planning Can Leave Crypto Assets Lost and Worthless

Photo by Traxer via Unsplash

Millions of dollars of crypto could be trapped in the abyss instead of being passed down as inheritance.

1 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.