Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla .
Advise clients of economic opportunities and potential shifts based on political developments.
As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and...
Will this decision create harmony or discord?
A single-minded strategy of tax avoidance is often not in a client’s best interest.
The agency is promoting its security PIN tool ahead of tax season.
How a versatile planning tool can benefit clients and advisors alike.
