Estate Planning

October 24, 2024

Unlocking Estate Planning for the Mass Affluent: Holistiplan’s Groundbreaking 2025 Launch

Holistiplan, the award-winning tax planning software for financial advisors, announces the upcoming launch of its new Estate Planning tool. More than $84 trillion in assets will be transferred […]
February 7, 2018

Raymond James Launches Longevity Planning Resources for Financial Advisors, Partners with Everplans to Help Clients Prepare for the Unexpected

Raymond James launched a suite of longevity planning resources to support the firm’s 7,300 financial advisors as they guide clients through challenges associated with longer retirements. […]