Estate Planning

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

Ex-LPL Advisor Suspended After Family Named as Client's Beneficiaries

July 01, 2025

Ex-LPL Advisor Suspended After Family Named as Client's Beneficiaries
Appeals Court Sides With Beneficiary in Guardian Life Suit

June 25, 2025

Appeals Court Sides With Beneficiary in Guardian Life Suit
Trouble in Margaritaville: 7 Reasons Estate Plans Go Awry

June 18, 2025

Trouble in Margaritaville: 7 Reasons Estate Plans Go Awry
12 States With the Highest Average Estate Tax Payments

June 10, 2025

12 States With the Highest Average Estate Tax Payments
Reject an Inheritance? Not Always a Bad Idea

June 09, 2025

Reject an Inheritance? Not Always a Bad Idea
Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning

June 03, 2025

Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy Clients

May 29, 2025

At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy Clients