Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Nassau Financial Sues Its Insurers for Help With Paying Its Legal Bills
By Allison BellThe company wants the insurers to help defend it against a lawsuit related to cost-of-insurance charges.
June 17, 2024
12 Ways to Find Money in MotionLife is full of events in which your clients, or their friends, might find themselves needing financial advice.
June 12, 2024
How Advisors Can Help Women Adjust to WidowhoodDebt is a major financial challenge facing widowed women, a Thrivent survey found.
June 12, 2024
Ed Slott: Time for Some Clients to Ditch Traditional IRAsLow tax rates and big federal budget concerns put the traditional IRA in a precarious position, he says.
June 11, 2024
How a New Supreme Court Ruling Could Affect Business Owner ClientsOne reaction: Users of buy-sell agreements should take the disclaimers about consulting with tax advisors seriously.
June 07, 2024
Supreme Court Rules Against Estate in Business Buy-Sell CaseA stock redemption agreement didn't offset the value of the life insurance used the arrangement, the justices found.
May 30, 2024
Show, Don't Tell: How to Boost Advisor Confidence Around Complex TopicsImages can help make topics like tax and estate planning clearer for clients and advisors. Here's an example.
May 17, 2024
Financial Planning in the First Year of WidowhoodWhile it's important not to rush things, you can help your client's peace of mind.