Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to Avoid
By John ManganaroAfter a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
March 15, 2024
How Advisors Can Make a Difference for Aging ClientsFinancial professionals need to navigate end-of-life discussions to provide support as conditions change.
March 14, 2024
12 Biggest U.S. Life, Health and Retirement Tax Breaks: 2024This is where lawmakers look when they're hungry for revenue.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 11, 2024
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax AttorneyFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 11, 2024
9 Things to Know About IRA Beneficiaries Under the Secure ActWhen it comes to inherited IRAs, different types of beneficiaries are subject to different withdrawal rules.