Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning: 5 Seasonal Thoughts on Clients' Minds
By Allison Lauren LeeAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 07, 2023
Average Gen Zer Discusses Family Finances Before They Can Drive: SurveyMeaningful wealth conversations are happening sooner, a Northwestern Mutual survey finds.
October 30, 2023
Half of Investors More Worried About 2024 Elections Than Market: SurveyA third of investors think recession will ensue if their favored party loses power, Nationwide finds.
October 30, 2023
3 Estate Planning Strategies for Advisors, Clients and HeirsDay of the Dead can serve as a reminder that proper planning removes major burdens from loved ones.
October 24, 2023
IRS Ruling Could Help Fee-Only Advisors Use Life InsuranceChad Nulty, a company executive, says getting the ruling shows Protective's commitment to the RIA market.
October 23, 2023
Massachusetts Doubles Estate Tax ExemptionYet the state is still "one of the most expensive places to die," Ed Slott says.
September 28, 2023
Senate Republican Calls for Tightening Net Investment Income Tax RulesRick Scott used the issue to take a swipe at the Biden family's income taxes.
September 26, 2023
The Seven Deadly Sins of Year-End Financial PlanningThese lapses could tempt your client to forsake you for another advisor.