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 Steps to Help College Graduates With Student Debt
By Bernice NapachProviding solid postgraduate financial planning can help your clients children get off on the right foot while solidifying ties with your clients.
April 06, 2015
Overturning a suspect will: a case studyBe warned: Even when a will is overturned, the spouse is still entitled to a share of the estate -- up to half of the proceeds.
April 06, 2015
Overturning a suspect will: a case studyBe warned: Even when a will is overturned, the spouse is still entitled to a share of the estate -- up to half of the proceeds.
April 01, 2015
CLATs: Maximizing Philanthropy and Wealth Transfer for ClientsFor high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
March 24, 2015
Little-Known Tax Provision That Every Estate Planner Should KnowThe 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
March 24, 2015
5 Clients Are Better Than 500, Says One AdvisorPerfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.
March 23, 2015
Confessions of a Hollywood elite advisorAmid the opulence of Beverly Hills, Dana Hollinger has built a life insurance-focused practice that caters to the uber-high-end market.
March 23, 2015
Confessions of a Hollywood elite advisorAmid the opulence of Beverly Hills, Dana Hollinger has built a life insurance-focused practice that caters to the uber-high-end market.