Only 19% of Investors Work With Their Parents' Advisor: Cerulli
By Michael S. FischerFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.
October 23, 2023
Massachusetts Doubles Estate Tax ExemptionYet the state is still "one of the most expensive places to die," Ed Slott says.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
August 22, 2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell AssetsBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.
August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.
May 10, 2023
6 New Estate Tax Bills in Congress NowProposals range from hiking rates on the super-rich to eliminating estate taxes entirely.
April 18, 2023
Bernie Sanders Floats New Estate Tax BillThe legislation aims to reduce the estate tax exemption to $3.5 million.