Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
5 Things Advisors Should Know About the Great Wealth Transfer
By Michael S. FischerA large share of potential inheritors plan to hire an advisor, a new survey finds.
September 26, 2024
New Bill Increases Social Security Death BenefitThe bill would adjust the lump-sum payment for the first time in 70 years.
September 19, 2024
Clients With LLCs Need a Business Continuity Plan CheckA recent Supreme Court could hurt any clients with continuity plans that were set on autopilot.
September 16, 2024
Wealth.com's New Backers Include Venture Capital Arm of AlphabetThe investment validates the firm's efforts to disrupt the estate planning status quo, CEO Rafael Loureiro says.
September 11, 2024
FP Alpha Adds Automation Features to Estate Lab PlatformThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.
September 10, 2024
Inside Edward Jones' Evolving Wealth StrategyA healthy culture is driving tech adoption and planning-first service at the firm, says Lena Haas.
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.