The Danger of Declining Estate Planning
Wealth Management
MARCH 18, 2024
Estate planning is far more than a legal formality for business owners, art collectors and aging clients.
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Wealth Management
MARCH 18, 2024
Estate planning is far more than a legal formality for business owners, art collectors and aging clients.
Wealth Management
OCTOBER 17, 2024
Have more productive estate plan meetings.
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Wealth Management
MARCH 13, 2024
Will you be there to help clients with wills, trusts and estate planning needs?
Wealth Management
NOVEMBER 19, 2024
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.
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This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
Wealth Management
NOVEMBER 19, 2024
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estate planning platform Vanilla.
Wealth Management
AUGUST 12, 2024
Estate planning and financial planning are two peas in a pod that are becoming inextricably tied.
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
Wealth Management
NOVEMBER 3, 2024
Step-by-step guide for better estate plan conversations.
Wealth Management
NOVEMBER 19, 2024
Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.
Wealth Management
NOVEMBER 10, 2024
A detailed glossary of estate planning terminology.
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.
Wealth Management
JANUARY 11, 2024
Two fellowship participants share their experiences in the estate planning field.
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.
Wealth Management
APRIL 26, 2023
An overview of some of the important estate-planning proposals included in the 2024 Greenbook.
Wealth Management
JANUARY 15, 2025
The right estate planning approach can result in a significant, tax-efficient transfer of your clients wealth.
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.
Wealth Management
JANUARY 27, 2025
Estate planning isnt just for the ultra-wealthy.
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.
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.
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?
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.
Wealth Management
JANUARY 3, 2024
Take this quiz to find out if you understand the key strategies and techniques used by estate-planning practitioners
Wealth Management
MARCH 10, 2023
Helping improve your clients' estate plans can ensure their financial wellness for generations to come.
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.
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?
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.
Wealth Management
JUNE 24, 2024
Estate planning is very important to clients but can be complicated and time consuming for people.
Nerd's Eye View
NOVEMBER 4, 2024
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Wealth Management
SEPTEMBER 7, 2023
Twenty points to help ensure your clients' legacies stay on track.
Wealth Management
NOVEMBER 10, 2023
What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?
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.
Wealth Management
OCTOBER 2, 2024
Five ways to turn potential tax scares into sweet savings.
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.
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.
Wealth Management
JANUARY 3, 2023
Here’s a sample letter encouraging clients to formulate commitments for 2023.
Wealth Management
APRIL 8, 2024
It may produce better outcomes.
Wealth Management
NOVEMBER 13, 2024
Advise clients of economic opportunities and potential shifts based on political developments.
Wealth Management
SEPTEMBER 24, 2024
Don’t let the uncertainty about future tax policy interfere with taking action to meet your client’s goals.
Wealth Management
JULY 15, 2024
With the estate tax exemption sunset looming, the time to begin planning is now.
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.
Wealth Management
JUNE 24, 2024
Six ways to help clients gain peace of mind regarding inflation.
Wealth Management
AUGUST 5, 2022
If clients have the stomach to stick it out, this is an opportunity to take short term lemons and make them into long-term gifting lemonade.
Wealth Management
DECEMBER 20, 2023
When it comes to divorce, a will or trust often is not the last word on estate distribution.
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