Articles tagged as

Estate Planning

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

  2. Getting Your Parents' Power of Attorney

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

  4. How to Help Clients Plan Their Funerals

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

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

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

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

  9. Tax-Saving Advice for IRA Holders

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

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

  12. Top Estate Planning Beneficiary Mistakes to Avoid

  13. Top Tips for Retaining Widowed Clients

  14. Estate Planning Tips for Tax-Deferred Investments

  15. Why You Should Set Up a Charitable Trust Now

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

  17. Why Millennials Should Talk Philanthropy Soon

  18. Top Ways to Pass Passion Assets to Heirs

  19. Guiding Clients on Charitable Remainder Trusts

  20. How to Gift Your Way to Lower Estate Taxes

  21. Incentive Trusts: How to Avoid the Pitfalls

  22. Top Ways to Help Engaged Clients Blend Estates

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

  24. How Much Will You Owe on Your Inheritance?

  25. How Advisors Can Build a HNW Estate Planning Niche

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

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

  28. Do Wealthy Parents Raise Wealthy Kids?

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

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

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

  32. How Income-Shifting Strategies Can Help Cut Taxes

  33. Who Should Be Your Life Insurance Beneficiary?

  34. Should Each Child Get the Same Inheritance?

  35. This Part of Estate Planning is Often Neglected

  36. 8 States With Estate Taxes

  37. Charity or Retirement Saving: Which to Prioritize?

  38. Tips for Retaining Your Client's Heirs

  39. Estate Planning for Singles

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

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

  42. 7 Reasons To Own Life Insurance in an Irrevocable Trust

  43. How to Handle Client Beneficiary Designations

  44. Tip for Estate Planning on the Cheap

  45. Estate Planning Goes Digital: How to Get Started

  46. Estate Planning Questions to Ask Clients Annually

  47. Top 3 Tips to Find an Estate Planning Lawyer

  48. Estate Planning Tips for the Average Client

  49. Understanding Different Types of Life Insurance

  50. Why Even the Young Should Establish an Estate Plan

  51. How to Protect Elderly Clients from Predators

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

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

  54. How to Avoid the Inheritance Nobody Wants: Debt

  55. Why the Wealthy Shy Away from Inheritance Talk

  56. How to Help Retirees Manage Taxes on Distributions

  57. Top Financial Planning Issues for Older Parents

  58. Top Financial Planning Strats for Unwed Couples

  59. Top 5 Software Programs Used by Financial Advisors

  60. Advising FAs: Explaining Estate Planning to a Client

  61. An in Depth Look at How Inheritances Are Taxed

  62. How Advisors Can Assist Clients with Inheritances

  63. How Financial Advisors Can Woo Wealthy Clients

  64. Top Tips for Helping Clients Sustain Wealth

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

  66. 10 Questions to Ask Your Estate Planning Attorney

  67. How to Establish a Blind Trust

  68. Gay Marriage Ruling: Its Impact on Estate Planning

  69. 3 Secrets You Didn't Know About Estate Planning

  70. How to Best Navigate Taxes in Retirement

  71. MLPs: How They Are Taxed

  72. 5 Ways to Mess Up Estate Planning

  73. Top Retirement Planning Tips for Same-Sex Couples

  74. Finding a Top Financial Advisor in Canada

  75. Why Advisors Should Sidle Up to Estate Attorneys

  76. 5 Estate Planning Must-Dos Before Saying "I Do"

  77. Which Estate Transfer Technique is Right for You?

  78. Estate Planning and Elderly and Passed Clients

  79. Retirement: The Journey Of 1000 Miles

  80. Tips for Handling Client Inheritance

  81. Advice on Dealing with Unequal Inheritances

  82. Top Tips for Family Wealth Transfers

  83. Estate Planning Tips for Financial Advisors

  84. How Advisors Can Protect Inherited IRAs

  85. Why Your Will Should Name Designated Beneficiaries

  86. Should You Convert Your IRA?

  87. 10 Sources Of Nontaxable Income

  88. Raising Grandchildren A Financial Feat

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

  90. Top 7 Estate Planning Mistakes

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

  92. Financial Planners: Specialize In Seniors

  93. Estate Planning Must-Haves For Unmarried Couples

  94. Pick The Perfect Trust

  95. 3 Deadlines For Retirement Plan Beneficiaries

  96. Designating A Trust As Retirement Beneficiary

  97. How To Plan For The Charitable Giving Boom

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

  99. Financial Changes When You Marry

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

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