Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Top 12 States for Wealthy Taxpayers, as Defined by the IRS
By Allison BellHere are the states with the highest share of individuals worth at least $11.4 million.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 21, 2023
Firm Puts Patients' Health Care Wishes on VideoDr. Ferdinando Mirarchi's MIDEO gives clients a new, legally binding way to provide advance directives.
December 19, 2023
BroadRiver Group Closes on $12B Private Placement BusinessBlackstone's Lombard International focuses on life insurance and variable annuity arrangements for wealthy individuals and families.
December 19, 2023
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024The IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
December 18, 2023
Irrevocable Trusts: More Revocable Than You Might ThinkAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.
December 11, 2023
Top 14 Assets Billionaires Plan to Buy More of in 2024: SurveyThe great wealth transfer is on. Here's where billionaires are boosting investment, according to UBS.
December 01, 2023
Indexed Products Rule Life Market in Q3The passive investing movement continues to shape clients' insurance products.