Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Senate Republican Calls for Tightening Net Investment Income Tax Rules
By Allison BellRick Scott used the issue to take a swipe at the Biden family's income taxes.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.
September 18, 2023
Protect Aging Clients Against Undue InfluenceThe perpetrators of this form of financial elder abuse could be the clients' own children.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.
September 01, 2023
Why a Roth Conversion Is a Powerful Estate Planning ToolUnder the Secure Act, Roth IRAs allow beneficiaries to enjoy 10 years of tax-free account growth.
August 30, 2023
Why Your Black and Hispanic Clients Need a WillHaving a will increases the chances of achieving one's bequest target, a new study finds.
August 28, 2023
How Do Annuity Death Benefits Work?What happens to annuity payments after the contract holder dies can vary. Here's what to know.
August 24, 2023
Wells Fargo Faces John Hancock Suit Over Life Insurance IssueWhat happens when the owner of an insurance policy uses it as loan collateral and sells it through a life settlement?