Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Should I Advise a Client to Sell a Policy at a Loss?
By Robin S. Weinberger and Peter N. KatzThe answer depends on what "a loss" means.
April 04, 2023
Senate Bill Could Help Protect Clients From Bad GuardiansS. 1148 would form an oversight council, support data collection and fund state advocacy programs.
March 21, 2023
Sens. Warren, Sanders Urge Crackdown on TrustsUltra-wealthy investors' "wealth managers are bragging" about the effectiveness of their "tax dodging tricks," the senators write.
March 17, 2023
Do All of Your Clients Have an Estate Plan? They Probably Should.Starting the process early yields the best results, attorney Holly Geerdes tells ThinkAdvisor.
March 10, 2023
Biden Hopes to Tax 'Frozen Cash Value' Life ContractsThe proposal could have a retroactive effect on some wealthy estate planning clients.
March 09, 2023
A Retirement Recipe for Advisors Who Don't 'Cook'Popular consultant Marcia Mantell's latest book is for production-based advisors and agents whose clients need retirement help.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
March 06, 2023
10 Financial Planning Questions a Chatbot Would Never AskArtificial intelligence can't get to the heart of what your clients really want. You can.