Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
What to Know Now About IRS' Final RMD Regs: Jeff Levine
By John ManganaroAdvisors have a lot of catching up to do in the weeks ahead, the CPA and "planning nerd" says.
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.
July 09, 2024
7 Ways Home Equity Can Shape Retirement PlanningHome equity is a valuable retirement asset that is often overlooked, Wade Pfau and Don Graves say.
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 24, 2024
Nassau Financial Sues Its Insurers for Help With Paying Its Legal BillsThe company wants the insurers to help defend it against a lawsuit related to cost-of-insurance charges.
June 21, 2024
After 25 Years, Schwab Charitable Has a New NameThe new name is intended to reflect how charitable giving has evolved over the decades.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.