Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
5 Things Advisors Get Wrong About Childfree Clients
By John ManganaroFinancial advisors often unintentionally offend these clients, says Childfree Wealth founder Jay Zigmont.
September 27, 2022
Accelerated Underwriting and COVID-19: Life Insurance Lessons LearnedThe pandemic has been a stern teacher.
September 27, 2022
15 Services a Good Advisor Brings to the TableYour prospects might be reluctant to pay your fees. Do they know all you can do for them?
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 21, 2022
Senate Finance Chair Broadens Inquiry Into Private Placement Life InsuranceThe mailing list now includes Prudential, Zurich and the ACLI.
September 06, 2022
5 Steps for Advisors to Get Started With Charitable PlanningSome advisors have not engaged their clients, or would like to become more active. Here's how to start.
September 01, 2022
Should This Client Claim Social Security Before 70?Some advisors do the math and say it's better to wait. But there's more to consider than math.
August 30, 2022
5 Reasons Affluent Clients Might Need Long-Term Care InsurancePaying for care with their own assets could have steep tax and estate planning consequences.