Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Estate Planning

Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.


Attend free webcasts to get the info you need to solve business challenges!

Browse All
How Advisors Can Help Women Adjust to Widowhood
Ed Slott: Time for Some Clients to Ditch Traditional IRAs
How a New Supreme Court Ruling Could Affect Business Owner Clients
Supreme Court Rules Against Estate in Business Buy-Sell Case
Show, Don’t Tell: How to Boost Advisor Confidence Around Complex Topics


Listen to free podcasts to get the info you need to solve business challenges!

Browse All
Financial Planning in the First Year of Widowhood
Most Americans Lack Confidence in Managing Inheritance Alone: Survey
How to Pass Down an IRA
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning Tale
Should Your Client Tap Their Inherited IRA in 2024?