Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
November 21, 2024
Daffy Integration Simplifies Donor-Advised Fund Granting for Betterment UsersThe investment firm's clients can directly donate apreciated shares to more than 1.5 million U.S. charities.
November 19, 2024
Wealth.com Expands Its RIA Reach (Again)The estate planning platform is hiring human experts while also developing AI tools, co-founder Matt White says.
November 19, 2024
These States Have Their Own Estate, Inheritance TaxesOne state has both, according to the Tax Foundation.
November 14, 2024
There's More to Estate Planning Than Tax ExemptionsThe process offers significant non-tax benefits, even for mass affluent clients.
November 13, 2024
Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?Advisors and clients cannot let the uncertainty surrounding the future of tax rules paralyze them.
November 06, 2024
Should Clients Change Advisors When They Retire?Advisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.
November 06, 2024
5 Ways Trump's Election Could Affect Life and Annuity PlayersThe climate for rollover sales standards and federal estate taxes will change.
November 04, 2024
American College Opens Enrollment for New Tax CertificationThousands of advisors on the waiting list are able to sign up for the three-course program, says professor Jeff Levine.
October 24, 2024
Independent Advisor Alliance to Provide Wealth.com's Estate Planning ToolThe partnership will offer IAA's 225 advisors access to the firm's end-to-end platform.
October 23, 2024
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the DogTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.