Lines Blur Between Estate Planning and Retirement
By John ManganaroAffluent clients now expect their financial advisors to address both, researcher Steve Parrish says.
October 09, 2025
6 Questions to Ask About Moving Trusts to Low-Tax StatesThere’s a lot to consider when it comes to relocating the entities in order to reduce taxation.
October 08, 2025
How to Build Advisor Trust in AINot all advisors are interested in using the technology, but many firm leaders see widespread adoption as essential.
September 22, 2025
Here Are the States With Estate or Inheritance Taxes: 2025Only the wealthiest estates pay federal taxes under OBBBA, but several states have levies of their own.
August 18, 2025
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity AssetsThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
July 28, 2025
Should Clients Over 60 Do Roth Conversions?Taxes, retirement income, RMDs and legacies are especially important considerations for clients near or in retirement.
July 24, 2025
One Big Beautiful Estate Planning DilemmaThe exemption could stay high forever. That changes the planning math.
July 21, 2025
6 Ways Estate Planning Can Boost Practice GrowthA new advisor survey suggests that such services support higher referral rates and client satisfaction, among other benefits.