Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Quiz: How Much Do You Know About Estate Planning for Digital Assets?
By Emily HolbrookTest your knowledge on protecting your clients' online accounts, digital currencies, photos and videos, and other virtually stored properties.
July 22, 2020
7 Things Your Client's Estate Plan Might Be Missing: MorningstarYou may have all the documents in order, but these extra steps can make life much easier for heirs, Morningstar's Christine Benz writes.
March 25, 2020
Estate Planning Tips and UpdatesAttorneys from Chamberlain Hrdlicka look at how estate planning is working now.
February 11, 2020
How 'Gray Divorce' Complicates Estate PlanningEstate planners and attorneys are watching the rise in divorces after 50 play out in often negative ways, according to TD Wealth.
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.