Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
8 Retirement Planning Points for Couples With a Large Age Gap
By Roger WohlnerA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
June 28, 2022
COVID-19 Reminded Business Owners About Exit Planning: Steve ParrishA top planner looks at how helping a client sell a firm and retire on its value works today.
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.
June 21, 2022
Ed Slott: Secure Act 2.0 Must Fix the 10-Year RuleClarifying the RMD rules would "help more people than everything else combined" in the Secure 2.0 bills, he says.
June 21, 2022
The Secure Act Changed Inherited IRA Rules. What's an Advisor to Do?IRAs may be one of your clients' largest stores of wealth. Here's what to consider for retirement and estate planning.
June 17, 2022
The Great Wealth TransferWealth is moving between generations. How do you transfer the relationships?
June 16, 2022
10 Estate Planning Steps Wealthy Investors Might Be MissingEven the wealthiest often have potentially costly gaps in their estate plans, according to Spectrem Group.