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
LPL-Affiliated RIA Merges With Bank-Focused Wealth Group
By Janet LevauxThe deal gives some 500 IFP advisors acccess to a large number of bank clients and accounts, the two firms say.
September 10, 2015
Trust planning for the middle market: 5 issues to considerTrusts are not used only to impose restrictions on beneficiaries, but also to reward certain behaviors.
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.