Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
What Happens to 401(k)s, IRAs When Older Clients Get Divorced
By Jane Wollman RusoffRenee Hanson, CDFA, explains how retirement assets are divided and how to make the process less painful.
August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.
July 19, 2023
Americans Feel Unprepared to Inherit Money: SurveyRespondents to a New York Life survey also said they had an average $135,000 saved for retirement.
July 05, 2023
Fresh Financial Data May Reveal Unnecessary Life InsuranceSummer can be a good time to look for policy sale opportunities.
June 29, 2023
8 Reasons Not to Buy an AnnuityA guaranteed stream of lifetime income sounds good, but it might not be the best option for every client.
June 29, 2023
New AI Tool Helps Advisors Offer Estate PlanningWealth.com's Ester legal assistant enables advisors to make estate planning more accessible, cost effective and scalable.
June 21, 2023
8 High-Net-Worth Planning Tips for New GrandparentsAdvisors can help these clients think through gifting strategies like UTMA custodial accounts and generation-skipping trusts.
June 05, 2023
IRS Makes Annuity Mortality Table Update, With a SmileThe agency will allow flexibility on timing, and decimal places.