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
How Inheritances Influence Retirement Preparedness
By Michael S. FischerAt the population level, bequests don't make much of a dent in retirement insecurity, the Center for Retirement Research found.
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.
August 24, 2015
How to Save a Spousal IRA RolloverA common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
August 19, 2015
Guarding against charges of undue influence in estate planningA courts invalidation of a will based on undue influence requires several essential elements.