Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
This Overlooked Secure Act Change Makes Roth 401(k)s More Attractive
By Robert Bloink | William H. ByrnesThe law removed the lifetime RMD requirements from these accounts starting in 2024.
December 01, 2023
Indexed Products Rule Life Market in Q3The passive investing movement continues to shape clients' insurance products.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 27, 2023
Navigating Life's Toughest MomentsYou can help clients figure out which way to turn.
November 20, 2023
Estate Planning: 5 Seasonal Thoughts on Clients' MindsAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 13, 2023
Helping Business Owners Get the Most Out of Estate PlanningAdvisors can guide clients to ensure that they maximize the value of their business for themselves and heirs.
November 10, 2023
13 New Tax Numbers to Know for 2024The newly released updates to brackets, estate exemptions and more reflect another year of persistent inflation.
November 10, 2023
10 New Tax Numbers for 2024, for Life and Health ProsThe numbers for long-term care insurance premiums moved in a surprising direction.