Estate Planning

8 Questions to Help Your Clients’ Heirs Save Money

People don’t come with an expiration date so it’s important to ask your clients these questions as soon as possible. (By Bryce Sanders)

Why Mid-Wealth Families Need Estate Planning Now

This isn’t about yachts and private jets — it’s about preparing real families for often-overlooked risks and opportunities. (By Mallon FitzPatrick)

Mike Lynch’s Estate Ordered to Pay Hewlett Packard $945 Million

The judgment is far less than what HP sought following the $11 billion sale of Autonomy.

Few Clients Will Pay Federal Estate Taxes, But States May Take A Cut

Although the federal estate tax exemption is high, many states levy their own estate or inheritance taxes that apply at far lower levels.

A Smarter Way to Start Insurance and Estate-Planning Conversations

Our brains are hardwired to avoid thinking about death, but advisors can use a simple shift to get the conversation going.

Jeffrey Epstein Invested With Peter Thiel, and His Estate Is Reaping Millions

A lawyer for some of Epstein's victims says prosecutor made a mistake by failing to take a key action.

Blended Family Faces $2 Million Oversight

The innocent failure to follow the rules of a pretty vanilla estate-planning technique led to outsized consequences for this family. (By Steve Parrish)

Jimmy Buffett’s Widow Sues in Battle Over $275 Million Estate

A vicious legal battle has erupted over Jimmy Buffett’s $275 million estate, with his widow and his accountant filing lawsuits.

Should Clients Ever Use Holographic Wills?

Don’t underestimate the role that you can play as a financial advisor to help ensure that a client’s estate plans can be executed smoothly.

Families With Transgender Children Need Estate-Planning Guidance

Parents seeing children struggle with unemployment, big medical expenses and uncertainty are wondering how to plan.

Latest News

See all >>

The ‘New Normal’: LIMRA: U.S. Annuity Sales Hit Record in First Half of 2025

RILA sales drive quarterly record, but a softening market may be on the way, LIMRA warns.

DAFgiving360 Donors Grant $8.9B to Charities During FY 2025

Financial advisors are playing a an increasingly important role as more clients express charitable intentions.

Vanguard Adds Two Titles to its Fixed Income Model Portfolio Lineup

One new offering aims to preserve capital while the other seeks to maximize returns.

Woman Gets Prison for Hiding Over $90M From the IRS in Overseas Accounts

The defendant and her relatives hid the funds in banks in Switzerland, Panama, Israel and Andorra, authorities said.

Social Security Tech Upgrades Reduce Phone Wait Times

Elimination of scheduled maintenance downtime improves online service, the Social Security Administration reports.

PNC Bank Enters Cryptocurrency Market With Coinbase Partnership

Banking clients and institutional investors will be able to buy, hold and sell crypto using Coinbase’s crypto-as-a-service platform.

A Mid-Year Financial Health Check-up Is Essential for HNW Investors

A Chicago wealth advisor offers a checklist of proactive steps to ensure an optimal financial strategy.

© Copyright - Rethinking65