Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
8 Trusts That Can Help Reduce Estate Taxes
By Tom NawrockiIf proposals from President Biden and Sen. Bernie Sanders come to pass, demand for these trusts could rise dramatically.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
February 04, 2021
Millennial Estate Planning Surges During Pandemic: SurveyIn their wills, millennials appointed pet guardians, donated organs and chose cremation over traditional burial.
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.