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 Ways to Cement Relationships With Client Couples
By Bernice NapachWhen only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
June 02, 2015
Funeral planning for estate planners: 5 items to considerFuneral planning can make for a difficult conversation, but it's an important one to have with clients.
June 02, 2015
Funeral planning for estate planners: 5 items to considerFuneral planning can make for a difficult conversation, but it's an important one to have with clients.
May 28, 2015
60% of Financial Sector Has Government Backing: Richmond FedThe Federal Reserve Bank of Richmonds bailout barometer says the government's safety net reaches $26 trillion far beyond U.S. GDP.
May 26, 2015
Billionaires: Where They Are, What They WantTwo-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.
May 21, 2015
Women: ‘The Largest Emerging Market in the World’The conversation is shifting from "stark gender comparisons toward discussions that focus on how the investing world must adapt and embrace women," says Mellody Hobson.
May 15, 2015
4 of the wealthiest families who lost it allFor those in the financial planning business, these cautionary tales are good reminders of why your job is so important.
May 15, 2015
4 of the wealthiest families who lost it allFor those in the financial planning business, these cautionary tales are good reminders of why your job is so important.