Estate Planning

  1. Tips for Spreading the Wealth to Relatives

    There are many ways that your clients can move money or other assets to relatives ...
  2. Tips for Handling Client Inheritance

    When clients leave or receive an inheritance, be prepared to deal with much more ...
  3. Advice on Dealing with Unequal Inheritances

    When it comes to inheritances, the concept of equal versus equitable can be hard ...
  4. Top Tips for Family Wealth Transfers

    Essential tips for tackling family wealth transfers.
  5. Estate Planning Tips for Financial Advisors

    Estate planning is not a set-it-and-forget-it proposition. Here are some tips for ...
  6. How Advisors Can Protect Inherited IRAs

    A new Supreme Court ruling has some financial advisors rushing to set up trusts to ...
  1. In-Depth Guide To Estate Planning

    The process of planning your estate takes careful consideration. Skip any of these ...
  2. Estate Planning Basics

    Deciding what will happen to your assets when you pass away is a must - no matter ...
  1. Under what circumstances will a contingent beneficiary receive an insurance payout?

    Learn the different types of contingent beneficiaries and what conditions must be met for these beneficiaries to receive ...
  2. What happened to Nathan Rothschild's estate after his death?

    Learn more about the Rothschild fortune and the business operations that brought this family substantial success in finance ...
  3. What happened to Bernard Baruch's estate after his death?

    Learn what became of financier Bernard Baruch's multimillion dollar estate upon his death in 1965, and learn about his philanthropic ...
  4. What are the differences between a revocable trust and a will?

    Investigate the choice between a revocable trust and a traditional will and how their unique advantages can match asset management ...
  1. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  2. 10 Last-Minute Retirement Tips

    The months leading up to your retirement can be the most crucial in terms of planning. ...
  3. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are ...
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