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Estate Planning

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

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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

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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?