Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Average Gen Zer Discusses Family Finances Before They Can Drive: Survey
By Michael S. FischerMeaningful wealth conversations are happening sooner, a Northwestern Mutual survey finds.
October 24, 2023
IRS Ruling Could Help Fee-Only Advisors Use Life InsuranceChad Nulty, a company executive, says getting the ruling shows Protective's commitment to the RIA market.
October 23, 2023
Massachusetts Doubles Estate Tax ExemptionYet the state is still "one of the most expensive places to die," Ed Slott says.
September 28, 2023
Senate Republican Calls for Tightening Net Investment Income Tax RulesRick Scott used the issue to take a swipe at the Biden family's income taxes.
September 26, 2023
The Seven Deadly Sins of Year-End Financial PlanningThese lapses could tempt your client to forsake you for another advisor.
September 18, 2023
This Insurance Policy Works Like a '2-Way Roth IRA,' UHNW Advisor SaysPrivate placement life insurance can be valuable for wealthy clients, but misunderstandings abound, says Cresset's Aiden Elliott.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.
September 18, 2023
Protect Aging Clients Against Undue InfluenceThe perpetrators of this form of financial elder abuse could be the clients' own children.