Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
7 Tax-Efficient Ways to Give to Kids This Holiday Season
By John ManganaroThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.
November 13, 2025
Adult Children Ready to Handle Inheritance, but Some Parents Aren't So Sure: FidelityOver half of parents surveyed by the investment giant haven't discussed their net worth with their grown children.
November 11, 2025
6 Planning Steps for Clients in Their 30s and 40sClients in this age range are making major life changes while trying to save and invest for the future.
November 10, 2025
Warren Buffett on Old Friends, New Leadership and Fingerprinting Nuns“Indulge me this year as I first reminisce a bit,” the Berkshire CEO, 95, says in a new letter.
November 06, 2025
Indivisible Partners Taps Wealth.com for Estate PlanningThe RIA, founded by Merrill Lynch veterans John Thiel and John Hogarty, has selected Wealth.com as its exclusive provider.
November 06, 2025
Retirement Planning for Clients in Their 50sThere are six critical areas where financial advisors can have a great impact on clients approaching retirement.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.