Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Top 14 Assets Billionaires Plan to Buy More of in 2024: Survey
By Michael S. FischerThe great wealth transfer is on. Here's where billionaires are boosting investment, according to UBS.
November 27, 2023
Navigating Life's Toughest MomentsYou can help clients figure out which way to turn.
November 20, 2023
Estate Planning: 5 Seasonal Thoughts on Clients' MindsAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 13, 2023
Helping Business Owners Get the Most Out of Estate PlanningAdvisors can guide clients to ensure that they maximize the value of their business for themselves and heirs.
November 10, 2023
10 New Tax Numbers for 2024, for Life and Health ProsThe numbers for long-term care insurance premiums moved in a surprising direction.
November 07, 2023
Average Gen Zer Discusses Family Finances Before They Can Drive: SurveyMeaningful wealth conversations are happening sooner, a Northwestern Mutual survey finds.
October 30, 2023
Half of Investors More Worried About 2024 Elections Than Market: SurveyA third of investors think recession will ensue if their favored party loses power, Nationwide finds.
October 30, 2023
3 Estate Planning Strategies for Advisors, Clients and HeirsDay of the Dead can serve as a reminder that proper planning removes major burdens from loved ones.