Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
7 Things Your Client's Estate Plan Might Be Missing: Morningstar
By Michael S. FischerYou may have all the documents in order, but these extra steps can make life much easier for heirs, Morningstar's Christine Benz writes.
February 03, 2020
The Biggest Estate Planning Blunders of All TimeHere are 13 stories that show why thinking carefully ahead of time matters.
January 03, 2020
3 Stretch IRA Alternatives for Estate PlanningThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.
November 12, 2019
Fabric Adds Record Vault and Estate Planning AppThe web-based life agency's backers include an arm of RGA.
October 01, 2019
100 Questions to Ask in an Estate Planning InterviewThe initial client interview is critical in estate planning, both to shield against malpractice concerns and to ensure a mutually beneficial relationship.
September 16, 2019
Americans, Even Advisory Clients, Have a Big Estate Planning Problem: SurveyAn Edward Jones poll finds two-thirds of those with an advisor have not discussed estate goals and legacy plans.
June 19, 2019
Digital Estate Planning: How to Plan for Online AccountsWithout proper planning and documentation, online information may become inaccessible.
March 22, 2019
Family Conflict Is Greatest Threat to Estate Planning: TD Wealth SurveyEstate planning experts are also concerned about market volatility and tax reform in 2019, according to the survey.