Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Advisors Need New Estate and Trust Planning Tools as Demand Surges: Survey
By Michael S. FischerOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 01, 2022
10 Things Advisors Should Know About Grantor TrustsGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
February 01, 2022
Creative Planning Buys Tax-Focused RIA in St. Louis MarketThe firm says it will hire more attorneys and CPAs in the region to create a tax and estate planning hub.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.
December 20, 2021
Boost Your Value by Seeing How Taxes Are Part of Every Financial DecisionA stong understanding and appreciation of how tax shifts apply to clients can add an extra dimension (and appeal) to your practice.
December 17, 2021
Clients and the Build Back Better Tax Policy FogInformation may help, but your calming presence may help more.
December 17, 2021
9 Estate Tax Bills Introduced in 2021One measure would restore the estate tax exemptions to the 2009 thresholds: $3.5 million per individual and $7 million per married couple.