Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Top 10 Estate Planning Tax Facts for 2019
By Robert Bloink | William H. ByrnesAfter the major tax overhaul, here are the top estate planning issues that clients may need to consider this year.
December 17, 2018
What Your High-Net-Worth Clients Want to Talk to You AboutLess than half of wealthy clients are discussing these five topics with their advisors, but they wish they were.
December 07, 2018
Yes, Millennials DO Need Estate PlanningAs the Route 91 festival tragedy showed us, no one knows how much time is left.
October 31, 2018
Your Clients Need an Estate Plan 'Yesterday'Whether your clients need a simple estate plan or something more complex, here are the basics of putting it on paper.
October 05, 2018
Don't Let Your Clients Make the Same Mistake as Aretha Franklin and PrinceWhenever celebrities die without wills, that gives you a new teachable moment.
November 01, 2017
GOP Tax Plan Increases Need for Estate Planning FlexibilityFor high-net-worth clients, the key principle today is keeping options open.
October 04, 2017
Estate Planning for Users of Assisted Reproductive TechnologyToday, parentage can come in at least three different types.
April 11, 2017
For Estate Planning, Don’t Overlook Late Portability ElectionsFortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.