Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Wealth.com Brings Estate Planning to the AI Age
By Jane Wollman RusoffThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
December 19, 2023
BroadRiver Group Closes on $12B Private Placement BusinessBlackstone's Lombard International focuses on life insurance and variable annuity arrangements for wealthy individuals and families.
December 19, 2023
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024The IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
December 18, 2023
Irrevocable Trusts: More Revocable Than You Might ThinkAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.
December 11, 2023
Top 14 Assets Billionaires Plan to Buy More of in 2024: SurveyThe great wealth transfer is on. Here's where billionaires are boosting investment, according to UBS.
December 01, 2023
Indexed Products Rule Life Market in Q3The passive investing movement continues to shape clients' insurance products.
November 27, 2023
Don't Overlook Post-Retirement Roth Conversion BenefitsThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 27, 2023
Navigating Life's Toughest MomentsYou can help clients figure out which way to turn.