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
Build a better financial future with these 4 tips
By Carl EdwardsNearly half of all Americans don't even have a legal will. That's no way to provide for your loved ones.
October 23, 2014
Top 25 U.S. charitiesFour of the top 10 are donor-advised funds, including those of Fidelity, Schwab and Vanguard.
October 23, 2014
Top 25 U.S. charitiesFour of the top 10 are donor-advised funds, including those of Fidelity, Schwab and Vanguard.
October 22, 2014
Don’t Let Clients Take Their Passwords to the GraveDigital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
October 21, 2014
Building the Modern-Day Stretch IRA: Proceed With CautionThe Supreme Courts recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
October 17, 2014
After DOMA, Financial Planning Still a Challenge for Same-Sex CouplesMore and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.
October 13, 2014
The changing landscape of wealth transferThe current estate tax laws and recent stock market gains have changed the landscape for wealth transfer.
October 13, 2014
The changing landscape of wealth transferThe current estate tax laws and recent stock market gains have changed the landscape for wealth transfer.