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
Implement Multigenerational Planning With Kid-Friendly Finance
By Raymond James FinancialAdvise your clients on how they can develop their childrens smart money habits.
March 30, 2016
Recruiting Roundup: Merrill Grabs Morgan Team, Makes Leadership ChangesMeanwhile, Bay Area wealth management firm B|O|S adds Judith Gordon as an estate planning advisor.
March 28, 2016
How to Manage Flood of Data With DashboardsFor financial advisory firms, the bottom line may be dollars and cents, but experienced industry professionals understand that the most valuable currency is information.
March 21, 2016
15 Most Overlooked Tax DeductionsKiplinger has rounded up several strategies you may have missed that could lessen your clients final tax bills.
March 17, 2016
4 Tax-Efficient Ways to Pay for College, Pt. 2: 529 Plans and TrustsThe pros and cons of paying for a child's college expenses using 529 college savings plans and the less-widely-used but nevertheless often beneficial irrevocable trusts.
March 14, 2016
When Trusts and Annuities Collide, Big Tax Damage Can FollowTrusts and annuities can play powerful planning roles for clients, but when the two strategies collide, the tax consequences can be disastrous.
March 10, 2016
Using Irrevocable Trusts to Pay for College: One Important CaveatUsing an irrevocable trust to pay for a child or grandchild’s education has many benefits. However, there is one important caveat.To accomplish the…
March 01, 2016
How Advisors Can Stop Losing Clients’ Heirs as ClientsWith the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients inheritors is an increasingly valuable advisory skill.