Rising Health Care Costs Are Top Threat to Estate Planning: TD Wealth
By Michael S. FischerFamily conflict, the top concern for three years running, was edged out by other worries.
May 20, 2021
Democrats Mull Weakening Biden Tax on Capital Gains for EstatesOne idea being discussed is to allow beneficiaries to defer the tax bill on estates for as long as heirs hold the assets.
May 20, 2021
How Biden Plans to Crack Down on Wealthy Tax CheatsTreasury says $7 trillion in taxes will go uncollected in a decade if nothing is done.
May 20, 2021
Relying on Holographic Wills Is a Terrible IdeaThe author wants your help with warning clients against use of do-it-yourself, handwritten wills.
May 20, 2021
Does Working Longer Help You Live Longer?A CRR analysis of a Dutch tax incentive finds a possible link between working longer and increased longevity.
May 20, 2021
John Hancock Adds Variable Universal Life Product: Life MovesLincoln Financial has expanded its indexed universal life investment menu. USAA is distributing a final expense product.
May 20, 2021
BlackRock Strengthens Aladdin Platform's Trading Capabilities: Tech RoundupAlso, AdvisorPeak becomes the first trading and rebalancing platform to be offered on Invent's cloud tech platform.
May 20, 2021
When's the Right Time to Launch a Partnership Program?There's no one-size-fits-all approach for deciding if a partnership program makes sense for your firm.