Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Digital Estate Planning: How to Plan for Online Accounts
By Stacy BeekmanWithout proper planning and documentation, online information may become inaccessible.
February 13, 2019
ING Trusts: The Hot Trend in HNW Estate PlanningING trusts can generate significant savings both in income taxes and in overall transfer taxes.
January 11, 2019
Estate Planning Is Still ImportantThe Tax Cuts and Jobs Act has changed the exemption — but not the need to think carefully about the future.
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.