Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
3 Stretch IRA Alternatives for Estate Planning
By Nick ThorntonThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.
September 16, 2019
Americans, Even Advisory Clients, Have a Big Estate Planning Problem: SurveyAn Edward Jones poll finds two-thirds of those with an advisor have not discussed estate goals and legacy plans.
June 19, 2019
Digital Estate Planning: How to Plan for Online AccountsWithout proper planning and documentation, online information may become inaccessible.
March 22, 2019
Family Conflict Is Greatest Threat to Estate Planning: TD Wealth SurveyEstate planning experts are also concerned about market volatility and tax reform in 2019, according to the survey.
March 11, 2019
Top 10 Estate Planning Tax Facts for 2019After the major tax overhaul, here are the top estate planning issues that clients may need to consider this year.
February 13, 2019
ING Trusts: The Hot Trend in HNW Estate PlanningING trusts can generate significant savings both in income taxes and in overall transfer taxes.
January 11, 2019
Estate Planning Is Still ImportantThe Tax Cuts and Jobs Act has changed the exemption — but not the need to think carefully about the future.
December 17, 2018
What Your High-Net-Worth Clients Want to Talk to You AboutLess than half of wealthy clients are discussing these five topics with their advisors, but they wish they were.