Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Ex-LPL Advisor Suspended After Family Named as Client's Beneficiaries
By Dinah Wisenberg BrinA client designated the advisor's wife as primary beneficiary on six LPL accounts, FINRA says.
June 10, 2025
12 States With the Highest Average Estate Tax PaymentsIn these states, high-net-worth people who died shared plenty of their wealth with the IRS.
June 09, 2025
Reject an Inheritance? Not Always a Bad IdeaIn certain cases, this strategy can reduce the share of the estate lost to taxes or court judgments.
June 03, 2025
Commonwealth Is Latest Firm to Tap Wealth.com for Estate PlanningThe firm wants to help its advisors attract and retain high-net-worth clients through more specialized services.
May 29, 2025
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy ClientsPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 09, 2025
Greater Need, Greater Giving Spell Greater Opportunity for AdvisorsRegistration is open for ThinkAdvisor's June 3 webcast on trends in charitable giving, donor-advised funds and foundations.
May 09, 2025
6 Keys to Keeping the Relationship When Your Client DiesDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.