Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Don't Overlook Post-Retirement Roth Conversion Benefits
By William H. Byrnes | Robert BloinkThe need to identify tax-savvy financial planning strategies doesn't disappear once clients stop working.
November 13, 2023
Helping Business Owners Get the Most Out of Estate PlanningAdvisors can guide clients to ensure that they maximize the value of their business for themselves and heirs.
November 10, 2023
10 New Tax Numbers for 2024, for Life and Health ProsThe numbers for long-term care insurance premiums moved in a surprising direction.
November 07, 2023
Average Gen Zer Discusses Family Finances Before They Can Drive: SurveyMeaningful wealth conversations are happening sooner, a Northwestern Mutual survey finds.
October 30, 2023
Half of Investors More Worried About 2024 Elections Than Market: SurveyA third of investors think recession will ensue if their favored party loses power, Nationwide finds.
October 30, 2023
3 Estate Planning Strategies for Advisors, Clients and HeirsDay of the Dead can serve as a reminder that proper planning removes major burdens from loved ones.
October 24, 2023
IRS Ruling Could Help Fee-Only Advisors Use Life InsuranceChad Nulty, a company executive, says getting the ruling shows Protective's commitment to the RIA market.
October 23, 2023
Massachusetts Doubles Estate Tax ExemptionYet the state is still "one of the most expensive places to die," Ed Slott says.