Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Where There’s a Will, There’s a Way — if Loved Ones Can Find It
By Michael S. FischerMany Americans die without telling their family members where to find their wills or how their estates will be divided, a BMO report says.
March 09, 2017
Digital assets and estate planning in 2017Being able to manage a client's online personal and financial records is now essential to comprehensive estate planning.
March 08, 2017
Estate Planning: Life Insurance and the Gross Estate of the InsuredTax Facts experts answer questions like: What benefits payable at death are included in the term life insurance for estate tax purposes?
February 28, 2017
Irrevocable trusts remain powerful in estate planningIncorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
February 28, 2017
Irrevocable trusts remain powerful in estate planningIncorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
February 27, 2017
Why Estate Planning Still Matters in an Uncertain Tax EnvironmentWhat can advisors do now to help clients protect their assets and the people they care about?
February 27, 2017
The New Era of Estate PlanningWith the growth of digital assets and uncertainty over tax reform under President Trump, advisors face new challenges in estate planning.
February 01, 2017
Study Finds Parent-Child Disconnect on Discussing Estate PlansFidelity has introduced an online tool to facilitate the estate planning process.