Estate Planning

What are the most common errors advisors make when guiding their clients on Social Security decisions?

A new charitable giving opportunity to discuss with your clients.

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. 

The policy death benefit often doesn’t stay in force automatically; you have to ask for it.

Tax professionals can help protect their clients by watching out for these items.

Estate planning tech startup Trustate thinks it has the answer.

Only two potential heirs are left in the probate dispute.

Firms that don’t embrace technological solutions to track, analyze and assess risk across asset classes and geographies will be hard-pressed to stay relevant.

What advisors can learn from the reasons this client lost his term rider.