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
The 7 biggest insurance stories of 2015
By LifeHealthPro StaffThis was a busy year for agents, brokers, insurers ... and, well, just about everyone.
December 09, 2015
The charitable gift annuity: 10 talking points for donorsFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
December 09, 2015
Love the Internet of Things? So Do Identity ThievesThe methods to steal your HNW clients identity have mushroomed; heres what advisors and their clients should know.
November 19, 2015
Choosing Technology for Your Advisory Firm—CRM and Financial PlanningBoth software tools sit at the center of a planners practice. Here are some issues to consider, and resources to help you decide.
November 16, 2015
U.S. Bank Offers HNW Families Thematic Investment ExposurePartnership with Motif Investing will develop portfolios around seven long-term trends.
November 10, 2015
Top 15 Charities for 2014 FundraisingDonor-advised sponsors have elbowed their way into the top ranks of U.S.-based charities, according to The Chronicle of Philanthropys list of the 400 top nonprofits.
November 10, 2015
The new IRS rules on estate closing lettersWhat had once been a routine courtesy is now something that you or your clients will have to make a special request for.
November 10, 2015
The new IRS rules on estate closing lettersWhat had once been a routine courtesy is now something that you or your clients will have to make a special request for.