Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Most Americans Lack Confidence in Managing Inheritance Alone: Survey
By Michael S. FischerSixty-one percent of respondents said they would use a financial advisor if they received a large sum.
May 01, 2024
Should Your Client Tap Their Inherited IRA in 2024?IRS' ever-evolving guidance on RMDs under the Secure Act has caused confusion. Here's how to guide beneficiaries.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 30, 2024
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to AvoidAfter a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.
April 25, 2024
Don't Let RMD Relief Blind IRA Beneficiaries to the Big PictureThose who don't take distributions now could face bigger RMDs at higher tax rates later.
April 23, 2024
Only 26% of Americans Have an Estate PlanWorking with an advisor is the largest variable in whether respondents allocate their assets, a FreeWill survey found.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.