Estate Planning

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Strategies, tools and tips for more effective estate planning.

Subcategories

Estate Planning
High Net Worth
Retirement Planning
Philanthropy
College Planning
Insurance
Asset Protection

Recent

Fidelity Refreshes Third-Party Integrations With Wealthscape Xchange

Oct 16, 2018

Michael Kitces' #FASuccess Podcast: The Benefits of the Flat-Fee Structure With James Osborne

Oct 16, 2018

LifeYield Partners With Asset Manager Russell Investments

Oct 15, 2018

The Basics of How to Operate an Irrevocable Trust

Oct 15, 2018

Using Tax Reform as a Philanthropy Ice Breaker

Oct 15, 2018

Featured

Chris Dudley, Wayne Chrebet, Jim Everett: 12 Pro Athletes Who Became Financial Advisors

Oct 03, 2018

How Smart Are You About Investing in Gold?

Oct 11, 2018

Burt Reynolds Omitted His Son from His Will

Sep 18, 2018

Aretha Franklin Died Without a Will

Aug 22, 2018

Highlights

Facing Fear of Death

Oct 16, 2018

Estate planning causes people to face their own mortality; helping clients cope with this reality is vital.

The Roth IRA Upside of the Market Downturn

Oct 16, 2018

Low tax rates could provide conversion opportunities for clients.

Just Say No - To Charity?

Oct 16, 2018

Encourage clients to gift now rather than as part of testamentary planning.

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Clients Value Passing on Stories More Than Wealth

Oct 15, 2018

The glue that holds families together has a value of its own.

Life Insurance Time Bombs

Oct 15, 2018

The industry won’t educate and manage, consumers won’t listen and most advisors won’t get involved.

The Basics of How to Operate an Irrevocable Trust

Oct 15, 2018

A quick overview of how to administer or operate a trust properly.

Using Tax Reform as a Philanthropy Ice Breaker

Oct 15, 2018

Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance.

Philanthropy Is About More Than Just Tax Breaks

Oct 11, 2018

The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts.

How Long Can Your Tax Returns Haunt You?

Oct 10, 2018

The IRS statute of limitations and how it applies.

How Tax Law Changes Affect Value of Home Ownership

Oct 09, 2018

It may be time for your clients to re-evaluate the benefits.

Life Insurance Russian Roulette

Oct 08, 2018

Is it worth taking an undue risk to save a few bucks?

When Is “Reasonable Cause” the Last Resort?

Oct 05, 2018

Cautionary examples why the appraisal requirements should be taken seriously.

Make the IRS an Offer They Can’t Refuse

Oct 05, 2018

Offers in compromise explained.

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