Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
What Life Insurers Are Saying About Death Now
By Allison BellCOVID-19 has eased up, but it, and other threats, are still lurking in the earnings.
February 03, 2023
Secure 2.0 Adds RMD Flexibility for Surviving SpousesNew rules for the treatment of a deceased spouse's IRA offer some potentially beneficial planning options.
January 24, 2023
Why 2023 Is a Good Time to Reduce Future Estate TaxesAsset prices are low and the estate and gift tax exemption is high, attorney Andrew Katzenberg tells ThinkAdvisor.
January 20, 2023
Wealthy Taxpayers Could Take a Hit in These 8 StatesMost of these proposals are aimed at the ultra-wealthy, but some could hit the upper middle class.
January 18, 2023
Wave of Tax-Hike Bills to Debut in Statehouses ThursdayLawmakers in seven states plan to propose tax hikes on the wealthy, including taxes on unrealized capital gains.
January 13, 2023
7 Topics to Cover in Your First Meeting With a New ClientA good first meeting can set the tone for a successful advisor-client relationship that lasts for years.
January 13, 2023
New Bill Would Repeal Estate Tax, Keep Step-Up in BasisA bill allowing "both income tax and estate tax elimination" will never pass, says Ed Slott.
January 03, 2023
10 Ways to Help Clients Cope With DeathAdvisors should know both estate-planning techniques and how to speak with clients facing the death of relatives.