Principal Launches Estate-Planning Tools for Advisers

At www.principal.com/estatetax, advisers can find tools such as education about legislation, customized proposals using a federal estate tax calculator, and marketing support, according to the firm.

The Principal said it launched the site to help advisers navigate their clients’ estate-planning needs amid uncertainty about what Washington will do with the estate tax.  “There’s always uncertainty with estate planning because death is unpredictable, but add to that the current unknowns surrounding estate tax and many clients are left with more questions than answers,” said Steve Parrish, national advanced solutions consultant for the Principal Financial Group, in a news release.