Estate-Planning Considerations for Financial Advisors
An overview of some of the important estate-planning proposals included in the 2024 Greenbook.
Source: wealthmanagement.com
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Ask the Experts: Estate Planning Q&A for Financial Advisors
Tuesday, April 18, 2023 | 11:00 AM ET
Source: wealthmanagement.com
A Discussion With Trusts & Estates Editorial Advisory Board Members
Tuesday, June 15, 2021 | 2:00 PM Eastern Daylight Time Join us as four members of the T&E Editorial Advisory Board discuss trending topics that are top of mind with estate planners: Pending Bills on Estate and Wealth Tax From Bernie Sanders’ “For the 99.5% Act,” to Elizabeth Warren’s Ultra-Millionaire Tax Act, there are bills pending in Congress that have a direct effect on estate planning. James Dougherty will give an overview of the pending bills and what they mean for high-net-worth clients. Trusts and Millennials Millennials are projected to number 73 million, overtaki...
Source: wealthmanagement.com