Articles tagged as

Estate Planning

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  1. How To Set Up A Trust Fund If You're Not Rich

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

  3. How Income-Shifting Strategies Can Help Cut Taxes

  4. Who Should Be Your Life Insurance Beneficiary?

  5. Should Each Child Get the Same Inheritance?

  6. This Part of Estate Planning is Often Neglected

  7. 8 States With Estate Taxes

  8. Charity or Retirement Saving: Which to Prioritize?

  9. Tips for Retaining Your Client's Heirs

  10. Estate Planning for Singles

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

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

  13. 7 Reasons To Own Life Insurance in an Irrevocable Trust

  14. How to Handle Client Beneficiary Designations

  15. Tip for Estate Planning on the Cheap

  16. Estate Planning Goes Digital: How to Get Started

  17. Estate Planning Questions to Ask Clients Annually

  18. Top 3 Tips to Find an Estate Planning Lawyer

  19. Estate Planning Tips for the Average Client

  20. Understanding Different Types of Life Insurance

  21. Why Even the Young Should Establish an Estate Plan

  22. How to Protect Elderly Clients from Predators

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

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

  25. How to Avoid the Inheritance Nobody Wants: Debt

  26. Why the Wealthy Shy Away from Inheritance Talk

  27. How to Help Retirees Manage Taxes on Distributions

  28. Top Financial Planning Issues for Older Parents

  29. Top Financial Planning Strats for Unwed Couples

  30. Top 5 Software Programs Used by Financial Advisors

  31. How Advisors Can Build a HNW Estate Planning Niche

  32. Advising FAs: Explaining Estate Planning to a Client

  33. An in Depth Look at How Inheritances Are Taxed

  34. How Advisors Can Assist Clients with Inheritances

  35. How Financial Advisors Can Woo Wealthy Clients

  36. Top Tips for Helping Clients Sustain Wealth

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

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

  39. 10 Questions to Ask Your Estate Planning Attorney

  40. How to Establish a Blind Trust

  41. Gay Marriage Ruling: Its Impact on Estate Planning

  42. 3 Secrets You Didn't Know About Estate Planning

  43. How to Best Navigate Taxes in Retirement

  44. MLPs: How They Are Taxed

  45. 5 Ways to Mess Up Estate Planning

  46. Top Retirement Planning Tips for Same-Sex Couples

  47. Finding a Top Financial Advisor in Canada

  48. Why Advisors Should Sidle Up to Estate Attorneys

  49. 5 Estate Planning Must-Dos Before Saying "I Do"

  50. Which Estate Transfer Technique is Right for You?

  51. Estate Planning and Elderly and Passed Clients

  52. Retirement: The Journey Of 1000 Miles

  53. Tips for Handling Client Inheritance

  54. Advice on Dealing with Unequal Inheritances

  55. Top Tips for Family Wealth Transfers

  56. Estate Planning Tips for Financial Advisors

  57. How Advisors Can Protect Inherited IRAs

  58. Why Your Will Should Name Designated Beneficiaries

  59. Should You Convert Your IRA?

  60. 10 Sources Of Nontaxable Income

  61. Tax-Saving Advice For IRA Holders

  62. Raising Grandchildren A Financial Feat

  63. What To Do When You're Left Out Of A Will

  64. Top 7 Estate Planning Mistakes

  65. The Executor's Checklist: 7 Things To Do Before They Die

  66. Financial Planners: Specialize In Seniors

  67. Estate Planning Must-Haves For Unmarried Couples

  68. Pick The Perfect Trust

  69. 3 Deadlines For Retirement Plan Beneficiaries

  70. Designating A Trust As Retirement Beneficiary

  71. Estate Planning: 16 Things To Do Before You Die

  72. How To Plan For The Charitable Giving Boom

  73. Must-Do Financial Moves For Same-Sex Marriages

  74. Financial Changes When You Marry

  75. What Baby Boomers Need To Know About Making Out A Will

  76. 3 Financial Tasks We Think Are Harder Than They Really Are

  77. Certifications For Estate Planning

  78. Why You Shouldn't Die In 2013

  79. Tax-Efficient Wealth Transfer

  80. Relationships And Retirement Planning

  81. What Is A Will And Why Do I Need One?

  82. Protect Your Personal Assets

  83. 5 Misconceptions About A Fiduciary

  84. Gifting Your Retirement Assets To Charity

  85. 10 Estate Planning Tips For Women

  86. Ethical Wills Share Final Thoughts With Heirs

  87. 6 Ways To Lose Your Estate

  88. Financial Preparation For Deployment

  89. What The New Gift Tax Rules Will Mean

  90. Be A One-Stop Shop For Your Clients

  91. Financial Information Your Spouse Should Know

  92. Last Will And Testament: Not Just For The Elderly

  93. What Are Gift Taxes?

  94. Talking To Aging Parents About Money

  95. The Tax Benefits Of Having A Spouse

  96. Keep Your Pet's Trust

  97. 5 Estate Planning Tips

  98. Don't Count On An Inheritance

  99. Nonfreehold Estates In Real Property

  100. Bursting Boomers' Inheritance Dreams

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