Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
The boomer estate planning boom: 9 ways to get in on it
By David PortThe number of boomer candidates for estate planning guidance swells daily, with an estimated 10,000 boomers due to hit the traditional retirement age of 65 each day for the next 15 years.
March 30, 2016
Recruiting Roundup: Merrill Grabs Morgan Team, Makes Leadership ChangesMeanwhile, Bay Area wealth management firm B|O|S adds Judith Gordon as an estate planning advisor.
February 03, 2016
Changes to estate planning laws in 2016: what to expectThe most significant regulatory changes limit the tax advantages for spin-off transactions involving a REIT.
February 03, 2016
Assisted suicide & estate planning: issues to weighAn idea that once revolved around the lone efforts of Dr. Jack Kevorkian assisted suicide has now gone mainstream, which raises a number of questions for life insurers.
February 02, 2016
Changes to estate planning laws in 2016: what to expectThe most significant regulatory changes limit the tax advantages for spin-off transactions involving a REIT.
December 30, 2015
Addressing beneficiaries in estate planningA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 30, 2015
Addressing beneficiaries in estate planningA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 23, 2015
States Can Impose an Estate Tax, TooMany advisors and their clients focus solely upon the impact of federal estate taxesto their potential detriment.