Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Taxpayers' Gift Tax Bill Rose to $2.8 Billion in 2021
By Allison BellA newly released table for 2021 shows that 1,101 taxpayers owed $1 million or more.
July 05, 2023
Fresh Financial Data May Reveal Unnecessary Life InsuranceSummer can be a good time to look for policy sale opportunities.
June 29, 2023
8 Reasons Not to Buy an AnnuityA guaranteed stream of lifetime income sounds good, but it might not be the best option for every client.
June 29, 2023
New AI Tool Helps Advisors Offer Estate PlanningWealth.com's Ester legal assistant enables advisors to make estate planning more accessible, cost effective and scalable.
June 21, 2023
8 High-Net-Worth Planning Tips for New GrandparentsAdvisors can help these clients think through gifting strategies like UTMA custodial accounts and generation-skipping trusts.
June 05, 2023
IRS Makes Annuity Mortality Table Update, With a SmileThe agency will allow flexibility on timing, and decimal places.
June 02, 2023
What the Wealthiest Families Worry About the Most May Surprise YouThere is always concern about minimizing taxes and earning solid returns, but a more nuanced issue stands out.
June 01, 2023
Planners' Life Tools Face Sales BlahsOne type of cash-value policy performed better than the others.