Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Tax and Spending Bill Delivers Estate Tax Gift to UHNW Clients
By Robert Bloink and William H. ByrnesWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
July 25, 2025
Vanilla Granted Patent for Its Estate Planning TechnologySeparately, the firm hired Emily Tran, formerly with Practifi, as its vice president of marketing.
July 23, 2025
First-Half U.S. Death Count Still 10.6% Higher Than Before COVIDA veteran actuary says she thinks the increase is more than a statistical fluke.
July 23, 2025
House Passes 2 SEC BillsUnder the bills, the SEC would create a senior investor task force and update its small business definition.
July 23, 2025
12 States With the Highest Life Insurance Premium Spending per AdultHigh-ranking states may have a quiet force promoting economic stability for families.
July 23, 2025
7 Ways Business-Owner Clients Can Prep for Natural DisastersNearly one-third of Americans have taken no financial steps to get ready for adverse events, polling shows.
July 18, 2025
What If Life Insurance Applicants Know They Have Harmful Genes?The ALS Association wants to block life insurers from rejecting applicants based on screening test results.
July 18, 2025
'Big Beautiful Bill': 10 Tax Planning Points to Act On NowHere's a quick guide to help advisors move past the noise around the new tax law and into action.