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
Treasury Proposes to Close Estate and Gift Tax Loophole
By Emily ZulzThe loophole primarily affects families' stakes in businesses, Rose Watson of Commonwealth Financial says.
July 26, 2016
How a Wealth Tax Could Reward Savvy Entrepreneurs and Wise InvestorsSeveral economists argue that a wealth tax could redistribute wealth from the idle rich to the Musks and Buffetts who create wealth, Noah Smith writes.
July 25, 2016
Why consumers’ attitudes toward life insurance are changingClients are taking more of a long-term view with their life insurance, and here's the result.
July 25, 2016
Why consumers’ attitudes toward life insurance are changingClients are taking more of a long-term view with their life insurance, and here's the result.
July 21, 2016
TD Ameritrade Awards Scholarships, Partners With XY PlanningTD Ameritrade Institutional and XY Planning Network are joining forces to foster the growth of fee-only planners that serve young people.
July 18, 2016
Earning Your Clients' Trust: Simple but Not ImmediateCaring for your clients can build trust over time, but you can build your business by being trustworthy.
July 12, 2016
Top 10 Tax, Estate Planning Issues for Same-Sex CouplesToday, there are opportunities and protections within reach for same-sex couples that were unavailable during most of American history, says lawyer John McManus.
July 11, 2016
Top Negotiator Offers Tips for Dealing With ClientsSuccess as an advisor is largely a matter of learning to negotiate, Working with Difficult People author Raphael Lapin tells ThinkAdvisor.