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
USAA Debuts Online Financial Planning Tool for Military Members, Veterans and Their Families
By Bernice NapachThe Financial Readiness Score comes on line just weeks before new pension plan options for veterans are expected to take effect.
September 24, 2015
LPL-Affiliated RIA Merges With Bank-Focused Wealth GroupThe deal gives some 500 IFP advisors acccess to a large number of bank clients and accounts, the two firms say.
September 16, 2015
How Inheritances Influence Retirement PreparednessAt the population level, bequests don't make much of a dent in retirement insecurity, the Center for Retirement Research found.
September 10, 2015
Trust planning for the middle market: 5 issues to considerTrusts are not used only to impose restrictions on beneficiaries, but also to reward certain behaviors.
September 10, 2015
Trust planning for the middle market: 5 issues to considerTrusts are not used only to impose restrictions on beneficiaries, but also to reward certain behaviors.
September 01, 2015
Protecting a no-contest clause: What you need to knowIf the client wants to include a no-contest clause in an estate plan, makes sure that plan is exceptionally clean.
September 01, 2015
Protecting a no-contest clause: What you need to knowIf the client wants to include a no-contest clause in an estate plan, makes sure that plan is exceptionally clean.
August 31, 2015
Bridging Advisor-Lawyer Gap to Boost BusinessHow to build advisor-attorney networks that will generate referrals and benefit clients.