Advisor Perspective
Read this month’s featured articles:
Unlock Value in Existing Life Insurance: 3 Questions to Ask Your Clients
For many years, life insurance has been a powerful tool for charitable giving because it can provide significant tax benefits while maximizing the impact for a beloved cause. Here are three questions to ask your charitable clients who have existing life insurance policies.
Read the article: Unlock Value in Existing Life Insurance...
Previous articles:
Highlights of Heckerling 2026: Charitable Estate Planning
The 60th annual Heckerling Institute brought together thousands of estate planning professionals for a fast-paced week focused on new tax laws, trust planning, inherited IRA accounts, and so much more. Here are the Professional Advisor Network’s top five takeaways advisors should know coming out of this landmark event.
Read the article: Highlights of Heckerling 2026...
Estate Planning After OBBBA 2025: What Now?
The One Big Beautiful Bill Act of 2025 has reshaped estate planning, permanently raising the federal estate tax exemption and shifting the focus away from federal estate taxes for most families. Today’s planning priorities center on income tax efficiency, state estate taxes, and ensuring documents still work as intended under the new law. Learn why now is the right time to revisit estate plans—and how smart updates can unlock new tax and charitable planning opportunities.
Read the article: Estate Planning After OBBBA 2025...
Opening the Door to Generosity: How Advisors Can Help Clients Leave a Lasting Legacy
As advisors, we have a unique vantage point. We see the entire scope of a client’s financial picture, which often reveals more capacity for giving than they realize. Starting this conversation builds trust, deepens client relationships, and helps align their finances with their values in a tangible way. It also differentiates us as advisors who see the whole person, not just the portfolio. Learn ways to start the conversation.
