Articles tagged as

Estate Planning

  • Showing 1-100 of 172 items
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  1. How to Help Clients Plan Their Funerals

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

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

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

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

  6. Tax-Saving Advice for IRA Holders

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

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

  9. Top Estate Planning Beneficiary Mistakes to Avoid

  10. Top Tips for Retaining Widowed Clients

  11. Estate Planning Tips for Tax-Deferred Investments

  12. Why You Should Set Up a Charitable Trust Now

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

  14. Why Millennials Should Talk Philanthropy Soon

  15. Top Ways to Pass Passion Assets to Heirs

  16. Guiding Clients on Charitable Remainder Trusts

  17. How to Gift Your Way to Lower Estate Taxes

  18. Incentive Trusts: How to Avoid the Pitfalls

  19. Top Ways to Help Engaged Clients Blend Estates

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

  21. How Much Will You Owe on Your Inheritance?

  22. How Advisors Can Build a HNW Estate Planning Niche

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

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

  25. Do Wealthy Parents Raise Wealthy Kids?

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

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

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

  29. How Income-Shifting Strategies Can Help Cut Taxes

  30. Who Should Be Your Life Insurance Beneficiary?

  31. Should Each Child Get the Same Inheritance?

  32. This Part of Estate Planning is Often Neglected

  33. 8 States With Estate Taxes

  34. Charity or Retirement Saving: Which to Prioritize?

  35. Tips for Retaining Your Client's Heirs

  36. Estate Planning for Singles

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

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

  39. 7 Reasons To Own Life Insurance in an Irrevocable Trust

  40. How to Handle Client Beneficiary Designations

  41. Tip for Estate Planning on the Cheap

  42. Estate Planning Goes Digital: How to Get Started

  43. Estate Planning Questions to Ask Clients Annually

  44. Top 3 Tips to Find an Estate Planning Lawyer

  45. Estate Planning Tips for the Average Client

  46. Understanding Different Types of Life Insurance

  47. Why Even the Young Should Establish an Estate Plan

  48. How to Protect Elderly Clients from Predators

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

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

  51. How to Avoid the Inheritance Nobody Wants: Debt

  52. Why the Wealthy Shy Away from Inheritance Talk

  53. How to Help Retirees Manage Taxes on Distributions

  54. Top Financial Planning Issues for Older Parents

  55. Top Financial Planning Strats for Unwed Couples

  56. Top 5 Software Programs Used by Financial Advisors

  57. Advising FAs: Explaining Estate Planning to a Client

  58. An in Depth Look at How Inheritances Are Taxed

  59. How Advisors Can Assist Clients with Inheritances

  60. How Financial Advisors Can Woo Wealthy Clients

  61. Top Tips for Helping Clients Sustain Wealth

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

  63. 10 Questions to Ask Your Estate Planning Attorney

  64. How to Establish a Blind Trust

  65. Gay Marriage Ruling: Its Impact on Estate Planning

  66. 3 Secrets You Didn't Know About Estate Planning

  67. How to Best Navigate Taxes in Retirement

  68. MLPs: How They Are Taxed

  69. 5 Ways to Mess Up Estate Planning

  70. Top Retirement Planning Tips for Same-Sex Couples

  71. Finding a Top Financial Advisor in Canada

  72. Why Advisors Should Sidle Up to Estate Attorneys

  73. 5 Estate Planning Must-Dos Before Saying "I Do"

  74. Which Estate Transfer Technique is Right for You?

  75. Estate Planning and Elderly and Passed Clients

  76. Retirement: The Journey Of 1000 Miles

  77. Tips for Handling Client Inheritance

  78. Advice on Dealing with Unequal Inheritances

  79. Top Tips for Family Wealth Transfers

  80. Estate Planning Tips for Financial Advisors

  81. How Advisors Can Protect Inherited IRAs

  82. Should You Convert Your IRA?

  83. Why Your Will Should Name Designated Beneficiaries

  84. 10 Sources Of Nontaxable Income

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

  86. Raising Grandchildren A Financial Feat

  87. Top 7 Estate Planning Mistakes

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

  89. Financial Planners: Specialize In Seniors

  90. Estate Planning Must-Haves For Unmarried Couples

  91. Pick The Perfect Trust

  92. 3 Deadlines For Retirement Plan Beneficiaries

  93. Designating A Trust As Retirement Beneficiary

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

  95. How To Plan For The Charitable Giving Boom

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

  97. Financial Changes When You Marry

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

  99. 3 Financial Tasks We Think Are Harder Than They Really Are

  100. Certifications For Estate Planning

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