Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
11 Year-End Planning Priorities to Discuss With Your Clients
By Roger WohlnerFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
October 04, 2022
What the Portability Tax Change Means for HNW ClientsIf used properly, the estate and gift tax exemption can provide flexibility and simplicity for both advisors and their wealthy clients.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.
September 27, 2022
Accelerated Underwriting and COVID-19: Life Insurance Lessons LearnedThe pandemic has been a stern teacher.
September 27, 2022
15 Services a Good Advisor Brings to the TableYour prospects might be reluctant to pay your fees. Do they know all you can do for them?
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 21, 2022
Senate Finance Chair Broadens Inquiry Into Private Placement Life InsuranceThe mailing list now includes Prudential, Zurich and the ACLI.
September 06, 2022
5 Steps for Advisors to Get Started With Charitable PlanningSome advisors have not engaged their clients, or would like to become more active. Here's how to start.