Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Digital assets and estate planning in 2017
By Bruce W. FraserBeing able to manage a client's online personal and financial records is now essential to comprehensive estate planning.
February 28, 2017
Irrevocable trusts remain powerful in estate planningIncorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
February 27, 2017
Why Estate Planning Still Matters in an Uncertain Tax EnvironmentWhat can advisors do now to help clients protect their assets and the people they care about?
February 27, 2017
The New Era of Estate PlanningWith the growth of digital assets and uncertainty over tax reform under President Trump, advisors face new challenges in estate planning.
February 01, 2017
Study Finds Parent-Child Disconnect on Discussing Estate PlansFidelity has introduced an online tool to facilitate the estate planning process.
January 30, 2017
Everplans: A Tech Tool That Could Be an Estate Planning Game-ChangerThe user-friendly website has applications for advisors looking to improve service and attract new clients.
January 24, 2017
Estate Planning 101: Motivating Clients to Get StartedHelping clients focus on the positive aspects of putting a plan in place may help motivate them to commit to the process.
December 22, 2016
7 Estate Planning Resolutions for Clients to Make NowGiven the uncertainty surrounding estate planning legislation, many clients may be reluctant to focus on their estate planning goals.