Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
September 10, 2024
Commonwealth Partners With Legacy Capitals on HNW Advisor TrainingLegacy Capitals supports advisors with education and consulting on the complex needs of wealthy families.
September 04, 2024
How to Prepare for Higher Tax Brackets in 2026While advisors brace for the potential halving of the estate tax exemption, most taxpayers have a bigger concern.
August 30, 2024
3 Ways Advisors Can Support Business Owner Clients NowToo many feel awful. Help with retirement and succession planning may ease some concerns.
August 27, 2024
Gateway Financial Partners Adds Wealth.com Estate Planning ToolsThe tech-driven collaboration enables the firm's advisors to serve clients more comprehensively.
August 26, 2024
U.S. Life Application Activity SoarsAmericans ages 71 and older were especially hungry for policies with more than $5 million in death benefits.
August 19, 2024
15 Most Expensive States for Early RetirementIn each of these states, you'd have to be a millionaire to retire at age 50, according to GOBankingRates' research.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 07, 2024
Invest in Others Foundation Revamps Mission, Adds Industry Vets to BoardThe appointments aim to help the organization remain a go-to charitable foundation in the financial services industry.
August 06, 2024
Estate Tax Exemption Clock Is Ticking Even Faster for These Wealthy ClientsPrivate equity owners and investors have complicated moves to make in the coming months.
August 06, 2024
Only a Quarter of Americans Expect to Leave an InheritanceMeanwhile, about 32% of millennials and 38% of Gen Zers expect to receive an inheritance, Northwestern Mutual found.