Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
6 Planning Steps for Clients in Their 30s and 40s
By Roger WohlnerClients in this age range are making major life changes while trying to save and invest for the future.
November 06, 2025
Retirement Planning for Clients in Their 50sThere are six critical areas where financial advisors can have a great impact on clients approaching retirement.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
October 30, 2025
Advyzon Latest to Tap Wealth.com for Estate Planning TechThe collaboration will simplify how the 2,400-plus advisors using the platform incorporate estate planning into workflows.
October 28, 2025
Lines Blur Between Estate Planning and RetirementAffluent clients now expect their financial advisors to address both, researcher Steve Parrish says.
October 20, 2025
Advisors Win Clients They Want With Estate Planning: Vanilla CEOYears ago, Gene Farrell says, estate planning was seen as the sole purview of attorneys. Not anymore.
October 17, 2025
Are Trump Accounts a Good Choice for College Savings?For many families, the new account may be better seen as a supplement to more traditional vehicles.
October 15, 2025
This Estate Tax Filing Mistake Can Cost Clients MillionsPortability between spouses is a powerful legal construct in estate planning, but it does not apply automatically.