Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Appeals Court Sides With Beneficiary in Guardian Life Suit
By Allison BellGuardian waived its right to cancel coverage by continuing to accept premium payments for years, a 5th Circuit panel ruled.
June 09, 2025
Reject an Inheritance? Not Always a Bad IdeaIn certain cases, this strategy can reduce the share of the estate lost to taxes or court judgments.
June 03, 2025
Commonwealth Is Latest Firm to Tap Wealth.com for Estate PlanningThe firm wants to help its advisors attract and retain high-net-worth clients through more specialized services.
May 29, 2025
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy ClientsPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 09, 2025
Greater Need, Greater Giving Spell Greater Opportunity for AdvisorsRegistration is open for ThinkAdvisor's June 3 webcast on trends in charitable giving, donor-advised funds and foundations.
May 09, 2025
6 Keys to Keeping the Relationship When Your Client DiesDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.
May 08, 2025
HNW Families Need Advice on Wealth TransferIn an RBC Wealth survey, 65% of wealth "givers" and 94% of receivers said they wanted professional help.