Articles tagged as

Estate Planning

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  1. Do Retirement Accounts Go Through Probate?

  2. Affluent Clients Have Different Financial Planning Needs

  3. How "Death Tax" Waivers Work

  4. What Are Virtual Financial Advisors?

  5. How Life Insurance Can Help With Liquidity

  6. How to Find the Best Life Insurance Agent

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

  8. How to Protect Assets from Creditors and Lawsuits

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

  10. Managing Inherited IRAs: Distributions and Taxes

  11. How Life Insurance Can Help With Cash Accumulation

  12. States With the Highest Inheritance/Estate Taxes

  13. How to Use Life Insurance to Manage Legacies

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

  15. Family Business Estate Tax Loophole Could Be Closed

  16. Mistakes to Avoid When You Own Life Insurance

  17. 3 Secrets You Didn't Know About Estate Planning

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

  19. Which Retirement Plans Need a Family Trust?

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

  21. Estate Planning: What to Learn from Celebrity Mistakes

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

  23. Getting Your Parents' Power of Attorney

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

  25. How to Help Clients Plan Their Funerals

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

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

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

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

  30. Tax-Saving Advice for IRA Holders

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

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

  33. Top Estate Planning Beneficiary Mistakes to Avoid

  34. Top Tips for Retaining Widowed Clients

  35. Estate Planning Tips for Tax-Deferred Investments

  36. Why You Should Set Up a Charitable Trust Now

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

  38. Why Millennials Should Talk Philanthropy Soon

  39. Top Ways to Pass Passion Assets to Heirs

  40. Guiding Clients on Charitable Remainder Trusts

  41. How to Gift Your Way to Lower Estate Taxes

  42. Incentive Trusts: How to Avoid the Pitfalls

  43. Top Ways to Help Engaged Clients Blend Estates

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

  45. How Much Will You Owe on Your Inheritance?

  46. How Advisors Can Build a HNW Estate Planning Niche

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

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

  49. Do Wealthy Parents Raise Wealthy Kids?

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

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

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

  53. How Income-Shifting Strategies Can Help Cut Taxes

  54. Who Should Be Your Life Insurance Beneficiary?

  55. Should Each Child Get the Same Inheritance?

  56. This Part of Estate Planning is Often Neglected

  57. 8 States With Estate Taxes

  58. Charity or Retirement Saving: Which to Prioritize?

  59. Tips for Retaining Your Client's Heirs

  60. Estate Planning for Singles

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

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

  63. 7 Reasons To Own Life Insurance in an Irrevocable Trust

  64. How to Handle Client Beneficiary Designations

  65. Tip for Estate Planning on the Cheap

  66. Estate Planning Goes Digital: How to Get Started

  67. Estate Planning Questions to Ask Clients Annually

  68. Top 3 Tips to Find an Estate Planning Lawyer

  69. Estate Planning Tips for the Average Client

  70. Understanding Different Types of Life Insurance

  71. Why Even the Young Should Establish an Estate Plan

  72. How to Protect Elderly Clients from Predators

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

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

  75. How to Avoid the Inheritance Nobody Wants: Debt

  76. Why the Wealthy Shy Away from Inheritance Talk

  77. How to Help Retirees Manage Taxes on Distributions

  78. Top Financial Planning Issues for Older Parents

  79. Top Financial Planning Strats for Unwed Couples

  80. Top 5 Software Programs Used by Financial Advisors

  81. Advising FAs: Explaining Estate Planning to a Client

  82. An in Depth Look at How Inheritances Are Taxed

  83. How Advisors Can Assist Clients with Inheritances

  84. How Financial Advisors Can Woo Wealthy Clients

  85. Top Tips for Helping Clients Sustain Wealth

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

  87. 10 Questions to Ask Your Estate Planning Attorney

  88. How to Establish a Blind Trust

  89. Gay Marriage Ruling: Its Impact on Estate Planning

  90. How to Best Navigate Taxes in Retirement

  91. MLPs: How They Are Taxed

  92. 5 Ways to Mess Up Estate Planning

  93. Top Retirement Planning Tips for Same-Sex Couples

  94. Finding a Top Financial Advisor in Canada

  95. Why Advisors Should Sidle Up to Estate Attorneys

  96. 5 Estate Planning Must-Dos Before Saying "I Do"

  97. Which Estate Transfer Technique is Right for You?

  98. Estate Planning and Elderly and Passed Clients

  99. Retirement: The Journey Of 1000 Miles

  100. Advice on Dealing with Unequal Inheritances

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