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When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.
45m ago -
A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.
April 30 -
State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.
April 30American College of Financial Services -
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
April 26 -
Few U.S. adults have done any estate planning. Even fewer have done so for their pets. Advisors can help them get started.
April 23 -
Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.
April 18 -
Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.
April 15 -
Only about a third of millennials have planned for what happens if they die or are incapacitated. Here's how financial advisors can help.
April 12 -
A planner needn't be an expert on all things estate planning to strengthen client relationships and expand holistic offerings.
April 11Vanilla -
The potential expiration of the Tax Cuts and Jobs Act leaves planners and their clients in limbo, but several strategies are in play today, experts said.
April 8