Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
For HNWs, One Advisor May Not Be Enough
By Bernice Napach"It really takes a village to get the reporting done correctly" for some high-net-worth clients, says attorney Adrienne Penta of Brown Brothers Harriman.
March 10, 2015
In estate planning limbo: Ownership of the New Orleans SaintsThe family of Tom Benson, the New Orleans Saints and the entire NFL may have a huge mess to deal with.
February 25, 2015
Lessons from the Robin Williams' estate plan messEstate plans should be specific about who gets which items and should have professional witnesses to execute the plan.
January 28, 2015
The major estate planning market you may not know aboutEven one client in this group can make a huge difference to an estate planners practice.
January 28, 2015
The major estate planning market you may not know aboutEven one client in this group can make a huge difference to an estate planners practice.
November 03, 2014
What you need to know about wills, pt. I: The checklistIf you're a financial planner, you need to know how to review a client's will to make sure their wishes are met.
October 29, 2014
Under the Hood: What You Need to Know About Wills, Pt. I: The ChecklistFinancial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
October 28, 2014
Don’t let clients take their passwords to the graveDigital estate planning expert Jamie Hopkins explains how advisors can benefit from helping clients safeguard digital assets.