Wealth Management

AUGUST 12, 2024

Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.

Estate Planning 312

Estate Planning Financial Planning Planning 312

Wealth Management

NOVEMBER 3, 2024

Step-by-step guide for better estate plan conversations.

Estate Planning 264

Estate Planning Planning 264

Wealth Management

MARCH 13, 2024

Will you be there to help clients with wills, trusts and estate planning needs?

Estate Planning 299

Estate Planning Planning Clients 299

Wealth Management

NOVEMBER 19, 2024

Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.

Estate Planning 278

Estate Planning Planning 278

Wealth Management

NOVEMBER 10, 2024

A detailed glossary of estate planning terminology.

Estate Planning 246

Estate Planning Planning 246

Wealth Management

JUNE 12, 2024

Trust & Will's Andrew Mazabel discusses what's at stake for advisors that don't offer estate planning as a service.

Estate Planning 264

Estate Planning Planning 264

Wealth Management

JANUARY 11, 2024

Two fellowship participants share their experiences in the estate planning field.

Estate Planning 317

Estate Planning Planning 317

Wealth Management

FEBRUARY 8, 2024

EncorEstate Plans has created a solution that allows the advisor to collaborate with the client throughout the estate planning process.

Estate Planning 287

Estate Planning Clients Planning 287

Wealth Management

FEBRUARY 13, 2025

At its core, estate planning is about deep, enduring lovethe kind that extends beyond Valentine's Day, a single day of chocolates and roses

Estate Planning 261

Estate Planning Planning 261

Wealth Management

APRIL 26, 2023

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.

Estate Planning 288

Estate Planning Financial Advisor Planning Taxes 288

Wealth Management

JANUARY 15, 2025

The right estate planning approach can result in a significant, tax-efficient transfer of your clients wealth.

Estate Planning 260

Estate Planning Planning Taxes Clients 260

Nerd's Eye View

APRIL 29, 2024

With this in mind, many financial advisors offer estate planning guidance to clients. However, because few advisors are also legal professionals (who can offer more detailed guidance and draft legal documents), many often collaborate with estate planning attorneys to ensure their clients' estate planning needs are met.

Estate Planning 246

Estate Planning Clients Planning Financial Advisor 246

Wealth Management

JANUARY 27, 2025

Estate planning isnt just for the ultra-wealthy.

Estate Planning 263

Estate Planning Planning 263

Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 278

Estate Planning Planning 278

Wealth Management

FEBRUARY 26, 2024

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

Estate Planning 299

Estate Planning Planning 299

Wealth Management

JUNE 5, 2024

The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?

Estate Planning 275

Estate Planning Financial Advisor Planning 275

Wealth Management

APRIL 29, 2024

Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and the foundational estate planning strategies every individual, regardless of fame, should consider.

Estate Planning 264

Estate Planning Planning 264

Wealth Management

JANUARY 3, 2024

Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners

Estate Planning 306

Estate Planning Planning 306

Wealth Management

MARCH 10, 2023

Helping improve your clients' estate plans can ensure their financial wellness for generations to come.

Estate Planning 264

Estate Planning Planning Taxes Clients 264

Wealth Management

JUNE 5, 2023

The likelihood that the client does not have good title to artwork should be taken into consideration when creating an estate plan.

Estate Planning 264

Estate Planning Planning Clients 264

Nerd's Eye View

FEBRUARY 26, 2025

To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estate planning purposes. Parents often want to ensure their children have the resources to pursue their potential and lead fulfilling lives. Read More.

Estate Planning 226

Estate Planning Planning Distribution Assets 226

Wealth Management

JUNE 5, 2024

The problem and opportunity for financial advisors when it comes to estate planning are immense, but who’s on your side?

Estate Planning 261

Estate Planning Financial Advisor Planning 261

Nerd's Eye View

APRIL 5, 2023

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients.

Estate Planning 246

Estate Planning Planning Taxes Clients 246

Wealth Management

JUNE 24, 2024

Estate planning is very important to clients but can be complicated and time consuming for people.

Estate Planning 244

Estate Planning Numbers Planning Retirement 244

Wealth Management

SEPTEMBER 7, 2023

Twenty points to help ensure your clients' legacies stay on track.

Estate Planning 325

Estate Planning Clients Planning 325

Wealth Management

NOVEMBER 10, 2023

What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?

Debt Management 321

Debt Management Estate Planning Management Planning 321

Nerd's Eye View

AUGUST 7, 2024

Traditionally, people tend to think of their estate as comprising one big 'pot' of assets, focusing on the sum of all the assets rather than on each individual asset itself.

Estate Planning 246

Estate Planning Taxes Assets Planning 246

Wealth Management

MARCH 12, 2025

Be proactive about protecting clients and positioning them for whatever happens next.

Estate Planning 278

Estate Planning Clients Planning 278

Wealth Management

OCTOBER 2, 2024

Five ways to turn potential tax scares into sweet savings.

Estate Planning 312

Estate Planning Planning Taxes 312

Wealth Management

DECEMBER 19, 2022

His unique estate plan tasked a group of trustees with finding a new owner. Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019.

Estate Planning 260

Estate Planning Planning 260

Wealth Management

FEBRUARY 5, 2024

For advisors and estate planners working impulsive clients, it is important to distinguish between risky behavior and sub-optimal decision-making.

Estate Planning 299

Estate Planning Planning Clients 299

Wealth Management

JANUARY 3, 2023

Here’s a sample letter encouraging clients to formulate commitments for 2023.

Estate Planning 299

Estate Planning Planning Clients 299

Wealth Management

APRIL 8, 2024

It may produce better outcomes.

Estate Planning 298

Estate Planning Clients Planning 298

Wealth Management

NOVEMBER 13, 2024

Advise clients of economic opportunities and potential shifts based on political developments.

Estate Planning 278

Estate Planning Planning Economics Clients 278

Wealth Management

SEPTEMBER 24, 2024

Don’t let the uncertainty about future tax policy interfere with taking action to meet your client’s goals.

Estate Planning 306

Estate Planning Planning Taxes 306

Wealth Management

JULY 15, 2024

With the estate tax exemption sunset looming, the time to begin planning is now.

Estate Planning 306

Estate Planning Planning Taxes 306

Wealth Management

OCTOBER 29, 2024

Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.

Estate Planning 270

Estate Planning Planning 270