Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Wave of Tax-Hike Bills to Debut in Statehouses Thursday
By Melanie WaddellLawmakers in seven states plan to propose tax hikes on the wealthy, including taxes on unrealized capital gains.
January 03, 2023
10 Ways to Help Clients Cope With DeathAdvisors should know both estate-planning techniques and how to speak with clients facing the death of relatives.
December 29, 2022
Estate and Gift Tax Exclusions for 2023: How the Changes Affect Your ClientsThe IRS has adjusted these thresholds for inflation.
December 21, 2022
Will Your Client's Medicaid Trust Survive the Move to Florida?Strategies for preserving the family home must comply with state-specific laws if the client plans to move.
December 14, 2022
4 Ways Inflation Can Help Clients Cut Taxes in 2023The cost-of-living increases for tax brackets and other tax benefits are the largest in history. Take advantage now.
December 07, 2022
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?There are steps clients can take to reduce their taxable estate or take advantage of the current limits.
December 06, 2022
Inheritors Plan to Seek Financial Advice When the Money Arrives: SurveyNearly 80% of Americans surveyed expect to work with an advisor after receiving an inheritance.
December 06, 2022
Stephan Leimberg, Estate Planning Expert, Dies at 79Leimberg was a longtime fixture in the financial planning and estate planning communities and shaped their evolution.