Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Indexed Products Rule Life Market in Q3
By Allison BellThe passive investing movement continues to shape clients' insurance products.
November 20, 2023
Estate Planning: 5 Seasonal Thoughts on Clients' MindsAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 13, 2023
Helping Business Owners Get the Most Out of Estate PlanningAdvisors can guide clients to ensure that they maximize the value of their business for themselves and heirs.
November 10, 2023
13 New Tax Numbers to Know for 2024The newly released updates to brackets, estate exemptions and more reflect another year of persistent inflation.
November 10, 2023
10 New Tax Numbers for 2024, for Life and Health ProsThe numbers for long-term care insurance premiums moved in a surprising direction.
November 09, 2023
12 Ways Long-Term Care Risk Eats Your AUMLong-term care risk is like a demon that exists just to hurt you, and your clients.
November 09, 2023
IRS Announces Tax Inflation Adjustments for 2024The Internal Revenue Service just posted standard deductions and other adjustments for 60-plus 2024 tax provisions.
November 07, 2023
Get Clients Ready for 2026 Tax Hikes NowTax liabilities for most Americans will likely rise when much of the Tax Cuts and Jobs Act expires.