Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
12 States With the Biggest Federal Gift Tax Bills
By Allison BellClients may have only a vague idea this federal tax exists, let alone how it works.
July 09, 2024
7 Ways Home Equity Can Shape Retirement PlanningHome equity is a valuable retirement asset that is often overlooked, Wade Pfau and Don Graves say.
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 24, 2024
Nassau Financial Sues Its Insurers for Help With Paying Its Legal BillsThe company wants the insurers to help defend it against a lawsuit related to cost-of-insurance charges.
June 21, 2024
After 25 Years, Schwab Charitable Has a New NameThe new name is intended to reflect how charitable giving has evolved over the decades.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 17, 2024
12 Ways to Find Money in MotionLife is full of events in which your clients, or their friends, might find themselves needing financial advice.
June 12, 2024
How Advisors Can Help Women Adjust to WidowhoodDebt is a major financial challenge facing widowed women, a Thrivent survey found.