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A retirement account can represent decades of saving, yet one outdated form can determine where all that money goes after the owner dies. Many people...
Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.
TOD and POD designations may be better planning solutions
Most estate planning attorneys will spend their careers reading about slayer statutes rather than applying them, which is probably how everyone would prefer it. These statutes exis...
Advisors may be depriving their clients of the ability to take advantage of tax benefits.
It’s not just financial, it’s emotional.
Drafting for flexibility is key
Make sure what you authorize is actually what you intend.
Today, products are designed not just to pay out, but to protect
Many investment advisor firm owners spend decades building trusted client relationships but wait too long to develop a formal succession strategy. Planning what happens in case of...
Many parents know they should name a guardian for their children but have not actually put that decision in writing. According to a 2025 Pew Research study, only 32% of Americans h...
Retrofitting clients’ estate planning to make Medicaid work in 2026
Beneficiary engagement and self-determination theory
The technique allows wealthier clients to obtain a favorable basis adjustment
Knowing how to navigate the benefits can help ease the pressure of an unfortunate situation.
An essential planning tool for high-net-worth families
Planning a trust can initially feel confusing, especially when it is part of an estate plan that already includes a willl. The reality, though, is that setting up a trust can be a...
Planning is too important for “set it and forget it.”
Fueled by the convergence of wealth, retirement and benefits at the workplace, and client demand, it makes sense.
National Make-A-Will Month is a good time to bring up important issues.
An overlooked section lets defined contribution plan participants use funds to pay LTC premiums without early-withdrawal penalties.
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