Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
How 8 Advisors Would Respond to Sanders' Estate Tax Hike: Advisors' Advice
By Melanie WaddellSen. Bernie Sanders' plan would spark a huge rise in demand for advanced trust, retirement and charitable planning, the advisors told ThinkAdvisor.
January 06, 2021
For Wealthy Women, Tax and Estate Planning Is Weak LinkA Biden administration may mean tax policy changes and should be a wake-up call to women to get their estate plans in order.
December 28, 2020
Pandemic Is a Wake-Up Call on Estate Planning: Wells FargoMore people are developing estate plans, though even many affluent investors remain without one.
November 23, 2020
Preparing Clients for a Quick Estate Planning PivotThe direction of the wind in Washington could change quickly. Here are ideas about how to handle that.
November 04, 2020
A Lawyer Became an Advisor. Now He Runs 2 Firms.Michael Garry tells ThinkAdvisor about running an RIA and an estate planning firm at the same time.
October 26, 2020
Quiz: How Much Do You Know About Estate Planning for Digital Assets?Test your knowledge on protecting your clients' online accounts, digital currencies, photos and videos, and other virtually stored properties.
September 30, 2020
16 Big Estate Planning Mistakes Clients Make: Advisors' AdviceAdvisors have rescued many a client, and countless heirs, from potentially costly estate plan missteps.
August 10, 2020
Estate Planning, COVID-19 and GrandparentsClients who are expecting may know they need advice. What about their parents?