Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Where Annuities Fit When You're Selling Up and Selling Down
By Bryce SandersFor a client with relatives to think about, the products can meet both simple and complicated planning needs.
January 02, 2026
10 Things Never to Say When a Client DiesYou want to support their loved ones, but it can be hard to know what to say or do.
November 25, 2025
How to Plan for Single Clients in the Decade Before RetirementThose who are divorced, widowed or never married can face planning challenges that married clients don't.
November 25, 2025
NASCAR Champ Kyle Busch's Pacific Life Lawsuit Moves to Federal CourtThe race car driver and his wife allege $8.6 million in losses tied to IUL policies.
November 24, 2025
7 Tax-Efficient Ways to Give to Kids This Holiday SeasonThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.
November 22, 2025
4 Celebrity Estate Battles We Can All Learn FromSuccessful estate planning is not just about avoiding taxes or keeping things private. It’s about keeping the peace.
November 19, 2025
Ex-LPL Rep Suspended, Fined Over Trades in Deceased Client's Daughters' AccountsThe rep placed unauthorized trades once the accounts were funded with the proceeds from their father's estate, FINRA says.
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.