Wealth Management

MARCH 18, 2024

Estate planning is far more than a legal formality for business owners, art collectors and aging clients.

Estate Planning 317

Estate Planning Planning Clients 317

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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Estate Planning Planning Wealth Management Clients 281

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.

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Estate Planning Planning 245

Wealth Management

APRIL 23, 2025

Essential estate planning strategies for volatile markets, including GRATs, charitable trusts, and QPRTs. Learn how to optimize wealth transfer and minimize tax impact during high interest rates and market uncertainty.

Estate Planning 260

Estate Planning Planning Marketing Marketing 260

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. 529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Read More.

Estate Planning 226

Estate Planning Planning Distribution Assets 226

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 263

Estate Planning Planning 263

Wealth Management

JANUARY 11, 2024

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

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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.

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Estate Planning Clients Planning 282

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

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Estate Planning Planning 256

Wealth Management

APRIL 26, 2023

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

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Estate Planning Financial Advisor Planning Taxes 286

Wealth Management

JANUARY 15, 2025

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

Estate Planning 252

Estate Planning Planning Taxes Clients 252

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

Nerd's Eye View

MAY 15, 2025

After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! But walking through every page of a financial plan line by line could take up an entire afternoon and often isn’t necessary.

Financial Planning 224

Financial Planning Planning Communication Clients 224

Wealth Management

JANUARY 27, 2025

Estate planning isnt just for the ultra-wealthy.

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Estate Planning Planning 243

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 270

Estate Planning Financial Advisor Planning 270

Wealth Management

JANUARY 3, 2024

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

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Estate Planning Planning 306

Wealth Management

APRIL 3, 2025

As client expectations evolve, estate planning is no longer an afterthought for financial advisors.

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Estate Planning Clients Planning Financial Advisor 246

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

Wealth Management

JULY 15, 2024

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

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Estate Planning Planning Taxes 306

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. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning.

Estate Planning 246

Estate Planning Planning Taxes Clients 246

Wealth Management

MAY 27, 2025

Advisor and author George Stefanou details the estate planning challenges faced by first-generation millionaires, drawing insights from boxer Leon Spinks' financial journey and legacy.

Estate Planning 196

Estate Planning Planning 196

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

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 256

Estate Planning Financial Advisor Planning 256

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

JANUARY 9, 2025

Security is becoming a central consideration in structuring everything from family offices to succession plans.

Estate Planning 306

Estate Planning Planning 306

Wealth Management

NOVEMBER 10, 2023

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

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Debt Management Estate Planning Management Planning 321

Wealth Management

JUNE 24, 2024

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

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Estate Planning Numbers Planning Retirement 240

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

OCTOBER 2, 2024

Five ways to turn potential tax scares into sweet savings.

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Estate Planning Planning Taxes 312

Wealth Management

MAY 19, 2025

Gifting undivided real estate interests can help your clients maximize wealth transfer and minimize tax exposure in estate planning.

Estate Planning 225

Estate Planning Taxes Clients Planning 225

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

NOVEMBER 13, 2024

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

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Estate Planning Planning Economics Clients 277