Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Greater Need, Greater Giving Spell Greater Opportunity for Advisors
By John ManganaroRegistration is open for ThinkAdvisor's June 3 webcast on trends in charitable giving, donor-advised funds and foundations.
May 07, 2025
9 Services Ultra-Wealthy Clients WantA large share of the wealthiest investors have needs that advisors aren't meeting, a CEG report finds.
May 05, 2025
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions RemainClients can now get 1099s for their qualified charitable distributions. Still, advisors must ensure clients follow the rules.
April 30, 2025
How to Prevent an Inheritance Nightmare When Clients Own CryptoWithout proper planning, digital assets can be stolen or lost forever when the owner dies, attorney Michael Hackard warns.
April 22, 2025
How a Car Dealership Titan Wrecked a Family LegacyInfighting and confusion often replace gratitude and cooperation as significant wealth is grown and shared.
April 16, 2025
Schwab Takes Minority Stake in Wealth.comThe AI estate planning platform's CEO calls the deal “the foundation for something much bigger.”
April 14, 2025
Wealth.com Integrates eMoney DataThe collaboration aims to help advisors deliver more accurate and timely estate planning advice.
April 14, 2025
Trump Tax Cut Extensions Are Far From a Done DealClients counting on the $14 million estate tax exemption should act now, Mercer’s head of wealth solutions says.