Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Lincoln Financial Hit With Investor Lawsuits in State Court
By Allison BellThe plaintiffs say the company should have warned them earlier about problems with its variable universal life policies.
January 02, 2025
American College Launches Donor-Advised Fund Training ProgramThe inaugural set of in-person education sessions will be held in Dallas in April.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 31, 2024
Help Your Clients With This 'Embarrassing' Task Before They Get MarriedTalking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.
December 20, 2024
6 Ways to Talk About Estate Planning Over the HolidaysRecognizing that the topic can be emotionally charged, advisors should keep the conversation heading in a positive direction.
December 13, 2024
Slott, Levine: Here's What Happens to the HSA When a Client DiesSpouses have more flexibility than other inheritors with respect to these accounts, the retirement and tax experts say.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 11, 2024
7 New Findings on How Millennials, Gen Xers Want to Transfer WealthYounger generations expect to do things differently, a new Schwab survey shows.