Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Think the Wealthy Can't Overspend? Think Again.
By John ManganaroBudgets for ultra-high-net-worth clients will look different, but they are arguably even more important.
February 13, 2024
Educate Clients About Intergenerational Wealth TransferUncertainty about lifespans has changed how it works.
February 08, 2024
IRA Lawsuit Shows Why Advisors Must Watch for Elder Financial AbuseA woman alleges her uncle abused her late grandmother and coerced her to change beneficiary amounts.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
February 02, 2024
Why Life Insurance Assets Might Still Be Safe From CongressCarmi Margalit, S&P's life head, said cutting inside buildup looks ugly up close.
January 30, 2024
Ric Edelman: Longevity Is Disrupting Traditional RetirementFuture generations may have a more cyclical relationship with work, according to the investor and author.
January 25, 2024
Northwestern Mutual Names Its Next CEOJohn Schlifske plans to step down from the company's CEO post Dec. 31.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.