Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate and Gift Tax Exclusions for 2023: How the Changes Affect Your Clients
By Joshua DeckerThe IRS has adjusted these thresholds for inflation.
December 07, 2022
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?There are steps clients can take to reduce their taxable estate or take advantage of the current limits.
December 06, 2022
Inheritors Plan to Seek Financial Advice When the Money Arrives: SurveyNearly 80% of Americans surveyed expect to work with an advisor after receiving an inheritance.
December 06, 2022
Stephan Leimberg, Estate Planning Expert, Dies at 79Leimberg was a longtime fixture in the financial planning and estate planning communities and shaped their evolution.
November 22, 2022
Family Offices Go Digital With Pershing-Arta DealBNY Mellon | Pershing CEO Jim Crowley and Arta CEO Caesar Sengupta explain how the new platform could impact advisors and wealthy clients.
November 15, 2022
Delaying Taxes in Retirement Isn't Always Best, Award-Winning Paper ShowsA new paper examines how bucking the conventional wisdom on withdrawals can make retirement portfolios last longer.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 04, 2022
What CPAs Want Advisors to Know About Tax MitigationThe time is right for advisory professionals to find better ways to collaborate with their clients' CPAs.