Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
December 20, 2024
6 Ways to Talk About Estate Planning Over the HolidaysRecognizing that the topic can be emotionally charged, advisors should keep the conversation heading in a positive direction.
December 13, 2024
Slott, Levine: Here's What Happens to the HSA When a Client DiesSpouses have more flexibility than other inheritors with respect to these accounts, the retirement and tax experts say.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 11, 2024
7 New Findings on How Millennials, Gen Xers Want to Transfer WealthYounger generations expect to do things differently, a new Schwab survey shows.
December 09, 2024
With $124 Trillion Set to Transfer Through 2048, Are Wealth Managers Ready?Heirs are already receiving around $2.5 trillion annually, Cerulli finds.
December 04, 2024
Tax Planning Opens a Door for Insurance Wealth Managers: KPMG StrategistLife and annuity advisors should flourish in the new one-stop-shop world, Brian Dunham predicts.
December 03, 2024
How to Plan Around Tax PoliticsDon't rush to make big changes, Roger Young of T. Rowe Price cautions advisors.
December 03, 2024
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax PlansDon’t miss the opportunity to hear from two leading tax experts and prepare for what’s ahead in 2025.
November 26, 2024
10 New Findings on What Americans Think About WealthAmericans hold diverse views on the meaning of wealth — perhaps because many families don't talk about it.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.