-
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 -
The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.
April 5 -
A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.
April 2 -
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