Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Vanguard Offers New Digital Estate Planning Tools
By John ManganaroThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 21, 2023
Firm Puts Patients' Health Care Wishes on VideoDr. Ferdinando Mirarchi's MIDEO gives clients a new, legally binding way to provide advance directives.
December 19, 2023
BroadRiver Group Closes on $12B Private Placement BusinessBlackstone's Lombard International focuses on life insurance and variable annuity arrangements for wealthy individuals and families.
December 19, 2023
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024The IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
December 18, 2023
Irrevocable Trusts: More Revocable Than You Might ThinkAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.
December 11, 2023
Top 14 Assets Billionaires Plan to Buy More of in 2024: SurveyThe great wealth transfer is on. Here's where billionaires are boosting investment, according to UBS.