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
Funeral planning for estate planners: 5 items to consider
By Tom NawrockiFuneral planning can make for a difficult conversation, but it's an important one to have with clients.
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.
May 08, 2015
A few good reasons why stock options belong in estate plansIn recent years, stock options have become more and more common in estate plans, and for good reason.
May 08, 2015
A few good reasons why stock options belong in estate plansIn recent years, stock options have become more and more common in estate plans, and for good reason.
May 06, 2015
3 Estate Planning Strategies for a Low-Rate EnvironmentEven with the generous $5.4 million estate tax exemption, some of your HNW clients can benefit from these strategies in the current low-interest-rate environment.