Are You Prepared For An Estate Tax Sunset?
Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.
What's In Your Estate Plan?
This article will help your clients understand the basics of an estate strategy and what needs to be included.
4 Steps to Take When You Inherit an IRA
Whether you inherit an IRA from a spouse or non-spouse there are important steps to execute as an heir and details to address along the way.
Common Estate Planning Mistakes to Avoid
Your legacy is important for both you and your family, so don't wait until the last minute to strategize. Here are 6 ways to avoid common estate planning mistakes.
What Is a Living Trust?
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.