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
Anthony Marshall, great-grandson of Prudential founder, dies at 90
By Stephen MillerThe World War II veteran and diplomat played a role in a high-profile guardianship case.
November 24, 2014
4 Tips for Earning Credibility as a Young ProfessionalMy career in financial planning began almost a decade ago.
November 24, 2014
In Search of the Best Financial Planning Software: NaviPlanAfter a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
November 18, 2014
3 Critical Reasons Your HNW Clients Need a P&C Insurance ReviewEstate planning to preserve wealth is getting more complex, and if a clients property and casualty insurance doesnt keep up, youre asking for trouble.
November 14, 2014
Help Your Clients Avoid Paying Taxes They Don’t Really OweThe IRS won't tell you your clients are overpaying since the law assigns the burden of cost-basis reporting to the individual taxpayer.
November 13, 2014
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and TrustsAn advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
November 12, 2014
Under the Hood: What You Need to Know About Wills, Pt. 2: Real Estate, BequestsEven though you as an advisor may not be the primary estate planning team member, you are in a unique position to add value.
November 10, 2014
In Search of the Best Financial Planning Software: eMoneyHoping to decide on which software to purchase by next month, I give eMoney a try.