Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
IRA Lawsuit Shows Why Advisors Must Watch for Elder Financial Abuse
By Dinah Wisenberg BrinA woman alleges her uncle abused her late grandmother and coerced her to change beneficiary amounts.
January 30, 2024
Ric Edelman: Longevity Is Disrupting Traditional RetirementFuture generations may have a more cyclical relationship with work, according to the investor and author.
January 25, 2024
Northwestern Mutual Names Its Next CEOJohn Schlifske plans to step down from the company's CEO post Dec. 31.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 19, 2024
5 Ways to Protect Clients' Estate Wishes Before They Get MarriedIt's important to review several issues to ensure that their plans will be properly followed upon their death.
January 18, 2024
Vanguard Offers New Digital Estate Planning ToolsThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.
January 17, 2024
Top 12 States for Wealthy Taxpayers, as Defined by the IRSHere are the states with the highest share of individuals worth at least $11.4 million.
January 07, 2024
Navigating the Great Wealth TransferOnly 13% of young investors plan to use their parents' financial professionals.