Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
February 03, 2025
What’s Changed With Retirement Policy in Two Years of Secure 2.0?Join professors Robert Bloink and William H. Byrnes on Feb. 19 to get up to speed.
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.