Real estate a big beneficiary of Trump’s OBBBA
Intense Life Desires Photographer: Nikita Sobolkov/nikkytok – stock.adobe.com Depending on the nature of the business, various provisions of...
Estate
OBBBA boosts estate and gift planning opportunities
The sprawling new tax law dubbed the One Big Beautiful Bill Act includes a number...
Escalent: Some affluent investors don’t have estate plan
Many affluent young investors still lack basic estate plans, new research shows. That’s a gap...
Estate planning strategies and tools for financial advisors
Enjoy complimentary access to top ideas and insights — selected by our editors. Financial advisors...
Real estate tax planning strategies with pitfalls
The Trump megalaw opened more pathways to tax savings on real estate investments atop the...
How advisors can reduce estate planning conflicts in 4 steps
Whether it’s a reluctance to discuss death or hesitation to ask about inheritance, a lack...
Going Deep With Business Owners And Real Estate Investors=
× Please contact your Firm’s Group Admin IAR CE is only available if your organization...
Going Deep With Business Owners And Real Estate Investors
× Please contact your Firm’s Group Admin IAR CE is only available if your organization...
Motivating Clients Of All Ages And Life Stages To Stop Delaying Estate Planning
Even with the right messaging and tools, many clients still delay the estate planning process...
FP Alpha debuts Estate Insights 2.0
AI-powered tax, estate and insurance planning platform FP Alpha on Tuesday introduced an upgraded version...