Study Finds Parent-Child Disconnect on Discussing Estate Plans
Fidelity has introduced an online tool to facilitate the estate planning process.
Everplans: A Tech Tool That Could Be an Estate Planning Game-Changer
The user-friendly website has applications for advisors looking to improve service and attract new clients.
Estate Planning 101: Motivating Clients to Get Started
Helping clients focus on the positive aspects of putting a plan in place may help motivate them to commit to the process.
Lawyers for Wealthy Await Trump’s Estate Tax Plan
Despite Trump’s vow to end the tax, trust and estate professionals don’t appear panicked that a revenue stream is about to dry up.
The End of Long-Term Care Insurance as We Know It?
Many insurance carriers who have exited the traditional LTCI market have developed alternative products.
Can an Algorithm Assess Investors’ Complex Financial Needs?
“The future of financial advice is bionic,” CEO David Siegel of Investopedia said.
7 Estate Planning Resolutions for Clients to Make Now
The post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
Year-End Tax Planning More Urgent as GOP Policy Changes Loom
Since tax policy is likely to change soon in big ways, here are some suggestions for financial advisors working with wealthy clients.
Single Premium Whole Life Gives Estate Planning an Edge
For the right clients, this product may provide the gateway for achieving not just retirement planning but all their planning goals.
Trump’s Plan Aims to Repeal Estate Tax, AMT
Trump needs to iron out some details of his tax plan with House GOP’s plan; with size being the obvious difference, says Tax Foundation.