Financial planning news from around the web: Oct. 2 – 6, 2017

Written on Oct 06, 2017

Slideshow: 11 biggest estate planning mistakes
Clients can make some egregious errors when it comes to drawing up plans to transfer their wealth and property. Estate planners have identified some of the biggest, most common mistakes they see.

Improvements are needed in the estate and gift tax return examination process
The IRS needs to make improvements in the classification, prioritization and inventory assignment processes for the Estate and Gift Tax Return Examination Program, per an audit report from TIGTA.

The trials of converting to new financial planning software
The only thing evolving quicker than the financial planning industry likely is the technology that supports it. The challenge of changing is not simply the price tag on a new tech solution, but all the additional costs that come with a major conversion.

How to clear up clients’ misconceptions about real estate
Real estate can present an enticing opportunity to diversify a portfolio, but advisors are quick to point out some of the unique challenges of investing in real property that clients might not readily recognize.

Tech Corner - The coolest features in iOS 11
Apple's iOS 11, its latest and greatest mobile operating system, arrives on iPhone and iPad. And it brings a slew of productivity features that let you do more with your Apple device.

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