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Only 27% of Americans have talked to their descendants about their future inheritance. Here's how financial advisors can help.
March 4 -
The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.
January 24 -
The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.
January 24 -
Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.
January 23Wealth.com -
As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.
January 18 -
From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9 -
Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.
January 9LJW Wealth Management of Raymond James -
The dynamic duo hit the beach at Future Proof 2023 to represent Wealth.com and let advisors know that estate planning doesn't have to be so hard.
January 2 -
From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.
December 23 -
From estate planning to Medicare advice, financial advisors can offer serious value in the coming year.
December 20