Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
5 Steps for Advisors to Get Started With Charitable Planning
By Ken NoparSome advisors have not engaged their clients, or would like to become more active. Here's how to start.
August 30, 2022
What to Do When Your Soon-to-Retire Client Needs to Save More: Advisors' AdviceWe asked advisors how they help clients 5 to 10 years from retirement play catch-up on savings.
August 22, 2022
Black and Hispanic Investors Want an Active Role in Portfolio Building: J.P. MorganIn a new survey, they were more likely than white investors to say this.
August 01, 2022
10 Steps Advisors Should Take to Protect Their Clients' Portfolios NowBuckingham's Jeffrey Levine, Larry Swedroe and Kevin Grogan address the planning implications of a recession and inflation.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 15, 2022
Schwab Files Complaint in Fight Over Inherited IRAAn inherited Roth IRA is at the center of a dispute after a client requested a beneficiary change days before dying.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.