Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Wealth.com Launches Family Office-Inspired Estate Planning Tools
By John ManganaroThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 12, 2024
Ed Slott: Time for Some Clients to Ditch Traditional IRAsLow tax rates and big federal budget concerns put the traditional IRA in a precarious position, he says.
June 11, 2024
How a New Supreme Court Ruling Could Affect Business Owner ClientsOne reaction: Users of buy-sell agreements should take the disclaimers about consulting with tax advisors seriously.
June 07, 2024
Supreme Court Rules Against Estate in Business Buy-Sell CaseA stock redemption agreement didn't offset the value of the life insurance used the arrangement, the justices found.
May 30, 2024
Show, Don't Tell: How to Boost Advisor Confidence Around Complex TopicsImages can help make topics like tax and estate planning clearer for clients and advisors. Here's an example.
May 17, 2024
Financial Planning in the First Year of WidowhoodWhile it's important not to rush things, you can help your client's peace of mind.
May 16, 2024
Most Americans Lack Confidence in Managing Inheritance Alone: SurveySixty-one percent of respondents said they would use a financial advisor if they received a large sum.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.