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
What advisors should know about 80% of American families
By Olivia Mellon, Sherry ChristieHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
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.
June 19, 2015
5 Ways to Cement Relationships With Client CouplesWhen 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 17, 2015
What’s the point of updating your client’s estate plan?Estate planning has less to do with taxes and more to do with making sure your clients wishes are known and honored.
June 17, 2015
What’s the point of updating your client’s estate plan?Estate planning has less to do with taxes and more to do with making sure your clients wishes are known and honored.
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.