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
5 tips for keeping original paperwork of key estate planning documents
By Tom NawrockiOlder copies of a will or estate plan can create confusion or allow disgruntled heirs to sow confusion.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
June 29, 2015
Does Gay Marriage Ruling End a Financial Planning Niche?The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
June 26, 2015
What every married couple needs to know about estate planningHere's the seven-point checklist your clients need to make sure their financial ducks are in a row.
June 26, 2015
What every married couple needs to know about estate planningHere's the seven-point checklist your clients need to make sure their financial ducks are in a row.
June 26, 2015
4 Steps to Transfer Deceased Parents’ Brokerage Assets: FINRAAfter taking a flood of calls from children of deceased parents on its new senior helpline, FINRA issues an alert on transferring brokerage assets.
June 24, 2015
Has Deborah Fox Cracked the Millennial Code?The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.