Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Pandemic Is a Wake-Up Call on Estate Planning: Wells Fargo
By Michael S. FischerMore people are developing estate plans, though even many affluent investors remain without one.
October 26, 2020
Quiz: How Much Do You Know About Estate Planning for Digital Assets?Test your knowledge on protecting your clients' online accounts, digital currencies, photos and videos, and other virtually stored properties.
September 30, 2020
16 Big Estate Planning Mistakes Clients Make: Advisors' AdviceAdvisors have rescued many a client, and countless heirs, from potentially costly estate plan missteps.
August 10, 2020
Estate Planning, COVID-19 and GrandparentsClients who are expecting may know they need advice. What about their parents?
July 22, 2020
7 Things Your Client's Estate Plan Might Be Missing: MorningstarYou may have all the documents in order, but these extra steps can make life much easier for heirs, Morningstar's Christine Benz writes.
March 25, 2020
Estate Planning Tips and UpdatesAttorneys from Chamberlain Hrdlicka look at how estate planning is working now.
February 11, 2020
How 'Gray Divorce' Complicates Estate PlanningEstate planners and attorneys are watching the rise in divorces after 50 play out in often negative ways, according to TD Wealth.
February 03, 2020
The Biggest Estate Planning Blunders of All TimeHere are 13 stories that show why thinking carefully ahead of time matters.