Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
8 Estate Planning Steps for Newly Single Clients
By Roger WohlnerA discussion with your newly single client about what they want will make for a smoother process later.
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 13, 2022
Athletes May Live a Very Long Time in Retirement: Idea FileRonnie Kaymore has clients who sign giant contracts, and face big career risks.
October 12, 2022
10 Estate Planning Strategies to Rethink After the Secure ActNearly three years in, parts of this mammoth retirement law still haven't been finalized.
October 12, 2022
3 Strategies to Ensure You Don't Get Lost in the Great Wealth TransferHow can you best plan for your clients' eventual passing without seeing their assets walk out the door?
October 11, 2022
Two-Thirds of Americans Don't Have an Estate Plan: SurveyA similar number lack a health care power of attorney, according to D.A. Davidson & Co.
October 11, 2022
Inside the Minds of Younger HNW InvestorsYounger and older investors have starkly different views on the best way to build wealth in the future.
October 10, 2022
IRS' New RMD Guidance Brings Relief to IRA Beneficiaries — for NowWhile uncertainty remains on future RMDs, the IRS announcement gives advisors and clients more room for planning.