Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
4 Big Takeaways From a Year of Podcasting
By John ManganaroI talked to an array of experts about annuities and the tricky challenges of retirement income planning.
September 19, 2024
Clients With LLCs Need a Business Continuity Plan CheckA recent Supreme Court could hurt any clients with continuity plans that were set on autopilot.
September 16, 2024
Wealth.com's New Backers Include Venture Capital Arm of AlphabetThe investment validates the firm's efforts to disrupt the estate planning status quo, CEO Rafael Loureiro says.
September 11, 2024
FP Alpha Adds Automation Features to Estate Lab PlatformThe updates are timely in light of upcoming tax changes, CEO Andrew Altfest says.
September 10, 2024
Inside Edward Jones' Evolving Wealth StrategyA healthy culture is driving tech adoption and planning-first service at the firm, says Lena Haas.
September 10, 2024
Commonwealth Partners With Legacy Capitals on HNW Advisor TrainingLegacy Capitals supports advisors with education and consulting on the complex needs of wealthy families.
September 04, 2024
How to Prepare for Higher Tax Brackets in 2026While advisors brace for the potential halving of the estate tax exemption, most taxpayers have a bigger concern.
August 30, 2024
3 Ways Advisors Can Support Business Owner Clients NowToo many feel awful. Help with retirement and succession planning may ease some concerns.