Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Bob's Life Insurance Flowed the Wrong Way
By Allison BellEstate planning attorney Kathleen Pence uses a case study to help clients get things right.
October 22, 2026
8 Tips for Clients Receiving a Windfall: Advisors' AdviceA sudden fortune can come with complexity.
October 20, 2026
Top 15 States for Federal Estate TaxesFor families in these places, the coming tax policy fights in Congress could mean something.
October 15, 2026
PRO
Structure an Inheritance With an AnnuityHeirs can receive an income stream while avoiding a big tax hit.
October 08, 2026
Vanilla Launches Mobile NotaryThe service brings a vetted notary straight to an advisor's clients.
October 07, 2026
An Estate Planning Roadblock? Don't Blame the LawyersInstead, firms need to master the reconstruction work that happens before a single legal judgment is required.
September 28, 2026
3 Common Mistakes in High-Net-Worth Annuity PlanningOne has to do with focusing too much on the client's own income.
September 25, 2026
PRO
Your Wealthy Clients Might Need More Life Insurance Than They ThinkIt helps to frame the conversation around continuity and stewardship rather than death, says Joey Didier of Summit Financial Group.