Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
COVID-19 Reminded Business Owners About Exit Planning: Steve Parrish
By Allison BellA top planner looks at how helping a client sell a firm and retire on its value works today.
June 21, 2022
The Secure Act Changed Inherited IRA Rules. What's an Advisor to Do?IRAs may be one of your clients' largest stores of wealth. Here's what to consider for retirement and estate planning.
June 17, 2022
The Great Wealth TransferWealth is moving between generations. How do you transfer the relationships?
June 16, 2022
10 Estate Planning Steps Wealthy Investors Might Be MissingEven the wealthiest often have potentially costly gaps in their estate plans, according to Spectrem Group.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
May 31, 2022
4 Industry Complaints About IRS' Inherited IRA ShockerSeveral industry groups gave the tax authority a piece of their minds over its proposed Secure Act regs.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
May 18, 2022
Ed Slott Warns Advisors: Know IRS' Secure Act RMD Regs or Risk Getting SuedAdvisors must get educated on the IRS' proposed regs to avoid "everything from embarrassment to litigation," Slott tells ThinkAdvisor.