Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk About
By John ManganaroNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 01, 2022
How One Small Firm Uses Tech to Tackle Tax PlanningJames Hargrave explains to ThinkAdvisor how his firm, with about 10 people, punches above its weight — with a little help.
October 31, 2022
How Do You Survive THIS? A Top NFP Agency Builder Explains.Howard Sharfman says success in wealth management starts with working on your grit. Every day.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
October 26, 2022
8 Estate Planning Steps for Newly Single ClientsA discussion with your newly single client about what they want will make for a smoother process later.
October 20, 2022
7 Reasons Investors Avoid Wealth Transfer PlanningDespite good intentions, many investors have failed to take basic steps when it comes to inheritance planning.
October 20, 2022
Private Placement Life Insurance Will Get Through This: Michael MalloyA PPLI specialist looks at the scrutiny the arrangements are getting in Washington.
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.