Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
This Estate Tax Filing Mistake Can Cost Clients Millions
By John ManganaroPortability between spouses is a powerful legal construct in estate planning, but it does not apply automatically.
September 26, 2025
11 Unwritten Rules That Keep People WealthyIf you understand the values of the wealthy, you can help them stay that way.
September 17, 2025
How to Protect Estate Plans From Natural DisastersYou thought about tax laws and family psychology. What about floods?
September 03, 2025
Pacific Life Leads in Q2 Individual Life SalesAbout half of the premiums from all new sales came from people hoping to accumulate cash.
August 24, 2025
Tax and Spending Bill Delivers Estate Tax Gift to UHNW ClientsWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
August 15, 2025
The 6 Biggest Money Mistakes Made by the Ultra-WealthyJust because a client successfully accumulated significant wealth doesn’t necessarily mean they’re ready to manage it.
July 29, 2025
Tax and Investing Pitfalls Greet Americans Who Move to Europe"Certain investing techniques don’t work here," France-based advisor Robert Levitt tells ThinkAdvisor.
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.