Wealth.com Launches Family Office-Inspired Estate Planning Tools
By John ManganaroThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
March 13, 2024
Vanilla Rolls Out Estate Plan VisualizerThe tool, Scenarios, enables advisors to visualize potential federal and state estate tax mitigation strategies in real time.
February 14, 2024
10 Things to Know About Estate Planning for Cross-Border CouplesWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.