Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
A Gift Tax Strategy for Business Owners to Consider Now
By Allison BellOne way to avoid a big hit if the current exemption doubles in 2026 is through a gifting plan, says CFP Andrew Flores.
July 17, 2024
12 States With the Biggest Federal Gift Tax BillsClients may have only a vague idea this federal tax exists, let alone how it works.
July 16, 2024
Integrated Partners Adds Estate Planning Tools From Wealth.comThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.
July 09, 2024
Retirees Worry About Security, Bills: NationwideBut the share who have a strategy to protect assets against market risk is growing, Nationwide finds.
July 09, 2024
7 Ways Home Equity Can Shape Retirement PlanningHome equity is a valuable retirement asset that is often overlooked, Wade Pfau and Don Graves say.
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 24, 2024
Nassau Financial Sues Its Insurers for Help With Paying Its Legal BillsThe company wants the insurers to help defend it against a lawsuit related to cost-of-insurance charges.
June 21, 2024
After 25 Years, Schwab Charitable Has a New NameThe new name is intended to reflect how charitable giving has evolved over the decades.