See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
“What keeps you up at night?” is considered the classic problem that advisors seek to solve for their clients. But often it’s what’s not keeping clients up at night that poses the real threat to their financial well-being.
Many of your retiring clients have two primary looming fears about the coming years: either they’ll outlive their money, or spend too little and die before they can enjoy their money...
Should your empty nester clients get life insurance? Perhaps--if they have a lot of personal and/or business liabilities or concerns about estate taxes.
For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity. That’s even if future legislation increases the estate tax exemption to proposed levels of ...
