Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
How to Find the Right Asset Allocation for Your Retiring Client
By Roger WohlnerTo plan for your client's unique needs, here's what to consider.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 11, 2024
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax AttorneyFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 11, 2024
9 Things to Know About IRA Beneficiaries Under the Secure ActWhen it comes to inherited IRAs, different types of beneficiaries are subject to different withdrawal rules.
March 08, 2024
8 Wealth Planning Insights From a Business and Estate LawyerMonique Hayes has seen a lot of things go wrong when wealth changes hands.
March 08, 2024
3 Female Advisors Launch Women-Focused RIAOne focus for Expressive Wealth will be creating more visibility for women in the profession, the CEO said.
March 05, 2024
5 Simple Explanations for Insurance TermsDitching the jargon can help create "aha" moments for prospects.
March 05, 2024
Think the Wealthy Can't Overspend? Think Again.Budgets for ultra-high-net-worth clients will look different, but they are arguably even more important.