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TAX α LPHA

机译:税收αLPHA

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摘要

When it comes to leaving an estate for their heirs, many clients are less concerned about protecting it from the taxman than'about it protecting it for - and sometimes from - the heirs themselves. "I probably have two conversations a week with HD Vest Advisors who say, 'I have a client with $800,000 and they're afraid what's going to happen when their son inherits their assets,'" explained Chad Smith, a wealth management strategist with broker-dealer HD Vest. "The concern may be over the ability and maturity to. 'handle' a windfall or inheritance and it is definitely an emotional issue. Other advisors have clients say, 'As soon as my daughter inherits this $800,000, it's going to be gone. What kind of safeguards can we put in place?'"
机译:当谈到将遗产留给继承人时,许多客户所关心的不是保护其免受税务人员的侵害,而在于保护遗产是为了保护其继承人(有时甚至是继承人)自己。经纪人财富管理策略师查德·史密斯(Chad Smith)解释说:“我可能每周与HD Vest Advisors进行两次对话,他们说:'我有一个80万美元的客户,他们担心儿子继承财产时会发生什么。'经销商高清背心。 “问题可能在于是否有能力和成熟度。'处理'意外之财或遗产,这绝对是一个情感问题。其他顾问有客户说,'只要我女儿继承了这80万美元,它就会消失了。我们可以采取什么样的保障措施?”

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  • 来源
    《Accounting today》 |2014年第9期|24-24|共1页
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