Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
January 30, 2025
Tax Tips When Naming a Trust as IRA BeneficiaryRMD rules for trusts are different than those for other beneficiaries.
January 24, 2025
Vanilla Rolls Out Estate Planning Assistant for AdvisorsV/AI Copilot, powered by artificial intelligence, aims to help advisors work with complex documents.
January 23, 2025
Your Clients May Live to 100. Don't Use the 60/40 Glidepath.Advisors face a big challenge: helping clients with a retirement that could last as long as their careers.
January 21, 2025
7 Need-to-Know Details About Tax-Exempt GiftingThere’s a lot more to consider in 2025 than the $19,000 per-beneficiary limit on such gifts.
January 13, 2025
Carson Group Acquires Tax-Focused Team, Names Chief Tax StrategistAcquiring Taylor Financial Group will allow Carson Group advisors to better manage clients' complex tax scenarios.
January 09, 2025
Lincoln Financial Hit With Investor Lawsuits in State CourtThe plaintiffs say the company should have warned them earlier about problems with its variable universal life policies.
January 08, 2025
What It Takes to Succeed in Advising Wealthy ClientsA webcast Jan. 15 will offer an expansive discussion of trends and challenges among the wealthy.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 02, 2025
American College Launches Donor-Advised Fund Training ProgramThe inaugural set of in-person education sessions will be held in Dallas in April.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.