Articles tagged as

Estate Planning

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  1. States With the Highest Inheritance/Estate Taxes

  2. How to Use Life Insurance to Manage Legacies

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

  4. Family Business Estate Tax Loophole Could Be Closed

  5. Mistakes to Avoid When You Own Life Insurance

  6. 3 Secrets You Didn't Know About Estate Planning

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

  8. Which Retirement Plans Need a Family Trust?

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

  10. Estate Planning: What to Learn from Celebrity Mistakes

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

  12. Getting Your Parents' Power of Attorney

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

  14. How to Help Clients Plan Their Funerals

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

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

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

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

  19. Tax-Saving Advice for IRA Holders

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

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

  22. Top Estate Planning Beneficiary Mistakes to Avoid

  23. Top Tips for Retaining Widowed Clients

  24. Estate Planning Tips for Tax-Deferred Investments

  25. Why You Should Set Up a Charitable Trust Now

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

  27. Why Millennials Should Talk Philanthropy Soon

  28. Top Ways to Pass Passion Assets to Heirs

  29. Guiding Clients on Charitable Remainder Trusts

  30. How to Gift Your Way to Lower Estate Taxes

  31. Incentive Trusts: How to Avoid the Pitfalls

  32. Top Ways to Help Engaged Clients Blend Estates

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

  34. How Much Will You Owe on Your Inheritance?

  35. How Advisors Can Build a HNW Estate Planning Niche

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

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

  38. Do Wealthy Parents Raise Wealthy Kids?

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

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

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

  42. How Income-Shifting Strategies Can Help Cut Taxes

  43. Who Should Be Your Life Insurance Beneficiary?

  44. Should Each Child Get the Same Inheritance?

  45. This Part of Estate Planning is Often Neglected

  46. 8 States With Estate Taxes

  47. Charity or Retirement Saving: Which to Prioritize?

  48. Tips for Retaining Your Client's Heirs

  49. Estate Planning for Singles

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

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

  52. 7 Reasons To Own Life Insurance in an Irrevocable Trust

  53. How to Handle Client Beneficiary Designations

  54. Tip for Estate Planning on the Cheap

  55. Estate Planning Goes Digital: How to Get Started

  56. Estate Planning Questions to Ask Clients Annually

  57. Top 3 Tips to Find an Estate Planning Lawyer

  58. Estate Planning Tips for the Average Client

  59. Understanding Different Types of Life Insurance

  60. Why Even the Young Should Establish an Estate Plan

  61. How to Protect Elderly Clients from Predators

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

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

  64. How to Avoid the Inheritance Nobody Wants: Debt

  65. Why the Wealthy Shy Away from Inheritance Talk

  66. How to Help Retirees Manage Taxes on Distributions

  67. Top Financial Planning Issues for Older Parents

  68. Top Financial Planning Strats for Unwed Couples

  69. Top 5 Software Programs Used by Financial Advisors

  70. Advising FAs: Explaining Estate Planning to a Client

  71. An in Depth Look at How Inheritances Are Taxed

  72. How Advisors Can Assist Clients with Inheritances

  73. How Financial Advisors Can Woo Wealthy Clients

  74. Top Tips for Helping Clients Sustain Wealth

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

  76. 10 Questions to Ask Your Estate Planning Attorney

  77. How to Establish a Blind Trust

  78. Gay Marriage Ruling: Its Impact on Estate Planning

  79. How to Best Navigate Taxes in Retirement

  80. MLPs: How They Are Taxed

  81. 5 Ways to Mess Up Estate Planning

  82. Top Retirement Planning Tips for Same-Sex Couples

  83. Finding a Top Financial Advisor in Canada

  84. Why Advisors Should Sidle Up to Estate Attorneys

  85. 5 Estate Planning Must-Dos Before Saying "I Do"

  86. Which Estate Transfer Technique is Right for You?

  87. Estate Planning and Elderly and Passed Clients

  88. Retirement: The Journey Of 1000 Miles

  89. Advice on Dealing with Unequal Inheritances

  90. Top Tips for Family Wealth Transfers

  91. Estate Planning Tips for Financial Advisors

  92. How Advisors Can Protect Inherited IRAs

  93. Why Your Will Should Name Designated Beneficiaries

  94. Should You Convert Your IRA?

  95. 10 Sources Of Nontaxable Income

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

  97. Top 7 Estate Planning Mistakes

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

  99. Financial Planners: Specialize In Seniors

  100. Estate Planning Must-Haves For Unmarried Couples

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