Bridging Industry Insight with Your Financial Life

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.

Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy.

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.

Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.