Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Why Some Advisors Establish Donor-Advised Funds Now and Fund Later
By Ken NoparOpening a DAF account in advance will prepare investors to fund it at the right time.
March 29, 2022
Nearly Half of Families Earning $100K or More Lack an Estate Plan: SurveyMany respondents said they thought they weren't wealthy enough to need one.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.
March 16, 2022
How to Craft 'Super Roths' for Wealthy ClientsThere's an attractive niche for advisors who use sophisticated life insurance strategies to manage wealth across generations.
March 15, 2022
IRS Rules on an Estate That Inherited an IRAThe agency let the surviving spouse roll the IRA assets into another IRA without paying extra federal income taxes.
March 09, 2022
Roth IRA Conversions in a Down Market: 6 Things to ConsiderA down market allows clients to convert a larger percentage of their traditional IRA.
February 22, 2022
Demand for Estate Planning Booms Among MillennialsThree-fourths of millennials surveyed have completed a will-based estate plan, a new study has found.