From Pets to Polyamory, 12 Unique Estate Planning Questions
By Emily HolbrookToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.
May 18, 2022
Ed Slott Warns Advisors: Know IRS' Secure Act RMD Regs or Risk Getting SuedAdvisors must get educated on the IRS' proposed regs to avoid "everything from embarrassment to litigation," Slott tells ThinkAdvisor.
May 11, 2022
2023 Social Security COLA Estimated at 8.6%; Inflation Slows Slightly in AprilThe average Social Security recipient has lost 40% in purchasing power since 2000, according to The Senior Citizens League.
March 30, 2022
Don't Leave Retirement-Account Tax Surprises to Clients' HeirsThe Secure Act and changing estate tax thresholds give advisors lots to talk about, Capital Group's Leslie Geller says.
March 16, 2022
How to Craft 'Super Roths' for Wealthy ClientsThere's an attractive niche for advisors who use sophisticated life insurance strategies to manage wealth across generations.
March 03, 2022
High Returns Are Great. What Else Do You Offer?Chris Weyrauch says advisors need to get serious about taking a broad view of clients' circumstances.
January 10, 2022
UBS Next Invests in Estate Planning PlatformTrust & Will is the latest firm that the wirehouse's fintech initiative, created in 2020, has added to its portfolio of investments.