Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
16 Big Estate Planning Mistakes Clients Make: Advisors' Advice
By Ginger SzalaAdvisors have rescued many a client, and countless heirs, from potentially costly estate plan missteps.
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.
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.