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
Recruiting Roundup: LPL Adds 25-Branch Bank to Platform
By Marlene Y. SatterThe $750 million group is based in Pennsylvania and recently added a $120 million rep to its wealth operations.
December 30, 2015
Addressing beneficiaries in estate planningA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 30, 2015
Addressing beneficiaries in estate planningA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 23, 2015
States Can Impose an Estate Tax, TooMany advisors and their clients focus solely upon the impact of federal estate taxesto their potential detriment.
December 23, 2015
The 7 biggest insurance stories of 2015This was a busy year for agents, brokers, insurers ... and, well, just about everyone.
December 23, 2015
The 7 biggest insurance stories of 2015This 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
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.