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How to help clients use the $28M estate tax exemption before it’s too late

How to help clients use the $28M estate tax exemption before it’s too late

This is more than a tax deadline—it’s a once-in-a-generation opportunity for advisors to guide high-net-worth families through strategic, multigenerational planning.

The $124 trillion "great" wealth transfer is here

The $124 trillion "great" wealth transfer is here

What today’s advisors can do to keep assets, earn loyalty, and stay relevant for decades

Planned or not—every client has an estate plan

Planned or not—every client has an estate plan

Here's where strategy beats theory.

The advisors estate planning advantage

The advisors estate planning advantage

With attorney-embedded planning, intuitive visuals, and built-in compliance, you can finally offer estate planning that’s modern, scalable, and built for the way you actually advise.

Platform update: Exceptional planning starts here

Platform update: Exceptional planning starts here

Explore the latest platform updates — with new tools for client engagement, distribution control, plan sharing, and built-in support for planners and clients.

What the 2024 U.S. Presidential Election results could mean for estate planning

What the 2024 U.S. Presidential Election results could mean for estate planning

Here's a look at what the election results could mean for estate planning and why you should consider potential impacts on your client’s financial futures.

What the New Presidency Means for the Future of Estate Planning

What the New Presidency Means for the Future of Estate Planning

The new presidency brings important changes for estate planning, especially in tax policies and exemptions. We've highlighted key updates advisors need to know for 2025.

Resources for Estate Planning

Resources for Estate Planning

A list of valuable resources for estate planning.

Integrating Retirement Planning with Estate Planning

Integrating Retirement Planning with Estate Planning

A look at the importance of integrating retirement and estate planning.

Planning for Special Needs

Planning for Special Needs

Understanding the essentials of special needs planning.

Planning for Long-Term Care

Planning for Long-Term Care

A guide to planning for long-term care needs.

The Role of Healthcare Directives

The Role of Healthcare Directives

An overview of healthcare directives and their importance.

Planning for Family Business Succession

Planning for Family Business Succession

Understanding the importance of succession planning for family businesses.

Managing Digital Assets in Estate Planning

Managing Digital Assets in Estate Planning

A guide to managing digital assets in your estate plan.

Incorporating Charitable Giving in Your Estate Plan

Incorporating Charitable Giving in Your Estate Plan

Exploring the benefits of charitable giving in estate planning.

Trust Funds: A Comprehensive Guide

Trust Funds: A Comprehensive Guide

A detailed look at trust funds and their benefits.

The Importance of Beneficiary Designations

The Importance of Beneficiary Designations

An overview of beneficiary designations in estate planning.

The Role of Power of Attorney

The Role of Power of Attorney

An explanation of power of attorney and its significance.

How to help clients use the $28M estate tax exemption before it’s too late

How to help clients use the $28M estate tax exemption before it’s too late

The $124 trillion "great" wealth transfer is here

The $124 trillion "great" wealth transfer is here