Trusts and Estates

Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs

How to Talk With Adult Children About Prenups

May 22, 2025

How to Talk With Adult Children About Prenups
IRS Posts Ruling on Individual Retirement Annuity

May 20, 2025

IRS Posts Ruling on Individual Retirement Annuity
Greater Need, Greater Giving Spell Greater Opportunity for Advisors

May 09, 2025

Greater Need, Greater Giving Spell Greater Opportunity for Advisors
6 Keys to Keeping the Relationship When Your Client Dies

May 09, 2025

6 Keys to Keeping the Relationship When Your Client Dies
HNW Families Need Advice on Wealth Transfer

May 08, 2025

HNW Families Need Advice on Wealth Transfer
9 Services Ultra-Wealthy Clients Want

May 07, 2025

9 Services Ultra-Wealthy Clients Want
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain

May 05, 2025

Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain