Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
What Your High-Net-Worth Clients Want to Talk to You About
By Brian McLaughlinLess than half of wealthy clients are discussing these five topics with their advisors, but they wish they were.
October 05, 2018
Don't Let Your Clients Make the Same Mistake as Aretha Franklin and PrinceWhenever celebrities die without wills, that gives you a new teachable moment.
November 01, 2017
GOP Tax Plan Increases Need for Estate Planning FlexibilityFor high-net-worth clients, the key principle today is keeping options open.
October 04, 2017
Estate Planning for Users of Assisted Reproductive TechnologyToday, parentage can come in at least three different types.
April 11, 2017
For Estate Planning, Don’t Overlook Late Portability ElectionsFortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.
April 06, 2017
Where There’s a Will, There’s a Way — if Loved Ones Can Find ItMany Americans die without telling their family members where to find their wills or how their estates will be divided, a BMO report says.
March 14, 2017
Estate Planning: The Family Limited Partnership StrategyA recent Tax Court ruling provides valuable lessons in how HNW clients can use this strategy to minimize transfer taxes, legally.
March 09, 2017
Digital assets and estate planning in 2017Being able to manage a client's online personal and financial records is now essential to comprehensive estate planning.