Articles tagged as

Estate Planning

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  1. Affluent Clients Have Different Financial Planning Needs

  2. How "Death Tax" Waivers Work

  3. What Are Virtual Financial Advisors?

  4. How Life Insurance Can Help With Liquidity

  5. How to Find the Best Life Insurance Agent

  6. Are Do-it-Yourself Online Wills Right for You?

  7. How to Protect Assets from Creditors and Lawsuits

  8. Debt After Death: Do Kids Owe for Parents?

  9. Managing Inherited IRAs: Distributions and Taxes

  10. How Life Insurance Can Help With Cash Accumulation

  11. States With the Highest Inheritance/Estate Taxes

  12. How to Use Life Insurance to Manage Legacies

  13. How to Sort Out Taxes on an Inherited 401(k)

  14. Family Business Estate Tax Loophole Could Be Closed

  15. Mistakes to Avoid When You Own Life Insurance

  16. 3 Secrets You Didn't Know About Estate Planning

  17. Your Estate: The Best Assets to Leave to Family

  18. Which Retirement Plans Need a Family Trust?

  19. Pros/Cons of Storing Estate-Planning Papers Online

  20. Estate Planning: What to Learn from Celebrity Mistakes

  21. What Is a Will and Why Do I Need One?

  22. Getting Your Parents' Power of Attorney

  23. Estate Planning: 16 Things Prince (and You) Should Have Done

  24. How to Help Clients Plan Their Funerals

  25. Before You Agree to Be an Executor: Know This

  26. Advisors: $240B in Fees Up for Grabs by 2030

  27. Want Your Will to Prevail? Don't Die Intestate

  28. Dividend-Paying Whole Life Insurance: What to Know

  29. Tax-Saving Advice for IRA Holders

  30. Life Estate vs Irrevocable Trust: Which is Better?

  31. A Look At Robin Williams' Net Worth and What Happened to His Estate

  32. Top Estate Planning Beneficiary Mistakes to Avoid

  33. Top Tips for Retaining Widowed Clients

  34. Estate Planning Tips for Tax-Deferred Investments

  35. Why You Should Set Up a Charitable Trust Now

  36. Top Estate Planning Tips for 401(k)s and IRAs

  37. Why Millennials Should Talk Philanthropy Soon

  38. Top Ways to Pass Passion Assets to Heirs

  39. Guiding Clients on Charitable Remainder Trusts

  40. How to Gift Your Way to Lower Estate Taxes

  41. Incentive Trusts: How to Avoid the Pitfalls

  42. Top Ways to Help Engaged Clients Blend Estates

  43. Helping the Elderly with Finances: When to Step In

  44. How Much Will You Owe on Your Inheritance?

  45. How Advisors Can Build a HNW Estate Planning Niche

  46. How to Help Clients Plan for a Special Needs Child

  47. Estate Taxes: Who's on the Hook?

  48. Do Wealthy Parents Raise Wealthy Kids?

  49. Here's How To Care For Your Pet (Financially) After You're Dead

  50. How to Set up a Trust Fund If You're Not Rich

  51. Passing an IRA to a Trust: The Good and Bad

  52. How Income-Shifting Strategies Can Help Cut Taxes

  53. Who Should Be Your Life Insurance Beneficiary?

  54. Should Each Child Get the Same Inheritance?

  55. This Part of Estate Planning is Often Neglected

  56. 8 States With Estate Taxes

  57. Charity or Retirement Saving: Which to Prioritize?

  58. Tips for Retaining Your Client's Heirs

  59. Estate Planning for Singles

  60. Why Some Celebs Say 'No Inheritance for My Kids'

  61. Your Heirloom Jewelry: How Much Is It Worth?

  62. 7 Reasons To Own Life Insurance in an Irrevocable Trust

  63. How to Handle Client Beneficiary Designations

  64. Tip for Estate Planning on the Cheap

  65. Estate Planning Goes Digital: How to Get Started

  66. Estate Planning Questions to Ask Clients Annually

  67. Top 3 Tips to Find an Estate Planning Lawyer

  68. Estate Planning Tips for the Average Client

  69. Understanding Different Types of Life Insurance

  70. Why Even the Young Should Establish an Estate Plan

  71. How to Protect Elderly Clients from Predators

  72. How to Tell if You Need an Estate Planning Lawyer

  73. Inherited IRA and 401(k) Rules: Don't Run Afoul

  74. How to Avoid the Inheritance Nobody Wants: Debt

  75. Why the Wealthy Shy Away from Inheritance Talk

  76. How to Help Retirees Manage Taxes on Distributions

  77. Top Financial Planning Issues for Older Parents

  78. Top Financial Planning Strats for Unwed Couples

  79. Top 5 Software Programs Used by Financial Advisors

  80. Advising FAs: Explaining Estate Planning to a Client

  81. An in Depth Look at How Inheritances Are Taxed

  82. How Advisors Can Assist Clients with Inheritances

  83. How Financial Advisors Can Woo Wealthy Clients

  84. Top Tips for Helping Clients Sustain Wealth

  85. Vanguard's Robo-Advisor: Tailored to Boomers

  86. 10 Questions to Ask Your Estate Planning Attorney

  87. How to Establish a Blind Trust

  88. Gay Marriage Ruling: Its Impact on Estate Planning

  89. How to Best Navigate Taxes in Retirement

  90. MLPs: How They Are Taxed

  91. 5 Ways to Mess Up Estate Planning

  92. Top Retirement Planning Tips for Same-Sex Couples

  93. Finding a Top Financial Advisor in Canada

  94. Why Advisors Should Sidle Up to Estate Attorneys

  95. 5 Estate Planning Must-Dos Before Saying "I Do"

  96. Which Estate Transfer Technique is Right for You?

  97. Estate Planning and Elderly and Passed Clients

  98. Retirement: The Journey Of 1000 Miles

  99. Advice on Dealing with Unequal Inheritances

  100. Top Tips for Family Wealth Transfers

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