Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning Tale
By Robert Bloink | William H. ByrnesClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
April 30, 2024
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to AvoidAfter a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.
April 25, 2024
Don't Let RMD Relief Blind IRA Beneficiaries to the Big PictureThose who don't take distributions now could face bigger RMDs at higher tax rates later.
April 23, 2024
Only 26% of Americans Have an Estate PlanWorking with an advisor is the largest variable in whether respondents allocate their assets, a FreeWill survey found.
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.