Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
10 Financial Planning Steps to Take Within 10 Years of Retirement
By Roger WohlnerFollowing these steps will help ensure your client can retire successfully and on time.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
April 01, 2022
Why Some Advisors Establish Donor-Advised Funds Now and Fund LaterOpening a DAF account in advance will prepare investors to fund it at the right time.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 30, 2022
Generation-Skipping Transfer Exemption Could Lose SuperpowersThe Biden administration wants to limit how long it can shield assets from taxes.
March 29, 2022
Nearly Half of Families Earning $100K or More Lack an Estate Plan: SurveyMany respondents said they thought they weren't wealthy enough to need one.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.