Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Only a Quarter of Americans Expect to Leave an Inheritance
By Michael S. FischerMeanwhile, about 32% of millennials and 38% of Gen Zers expect to receive an inheritance, Northwestern Mutual found.
July 25, 2024
How Advisors Can Help Clients Navigate Cognitive DeclineElder abuse is all too common. You can help stop it.
July 24, 2024
A Gift Tax Strategy for Business Owners to Consider NowOne way to avoid a big hit if the current exemption doubles in 2026 is through a gifting plan, says CFP Andrew Flores.
July 19, 2024
What to Know Now About IRS' Final RMD Regs: Jeff LevineAdvisors have a lot of catching up to do in the weeks ahead, the CPA and "planning nerd" says.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 17, 2024
12 States With the Biggest Federal Gift Tax BillsClients may have only a vague idea this federal tax exists, let alone how it works.
July 16, 2024
Integrated Partners Adds Estate Planning Tools From Wealth.comThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.
July 09, 2024
Retirees Worry About Security, Bills: NationwideBut the share who have a strategy to protect assets against market risk is growing, Nationwide finds.