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
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
By Danielle AndrusThe repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that dont recognize same-sex marriageof which there are still 15they may still require the kind of complex financial planning they required before the...
February 02, 2015
Divided IRAs: 5 IRS rulings that spell (mostly) good newsThe IRS needed to determine whether a trustees division of the original IRA into five separate accounts was legal.
February 02, 2015
Divided IRAs: 5 IRS rulings that spell (mostly) good newsThe IRS needed to determine whether a trustees division of the original IRA into five separate accounts was legal.
February 02, 2015
US Rules World for Next 7 Years: Wilmington TrustThats not to say all is hunky-dory with the U.S. economy, as the U.S. still faces challenges with job growth and a sluggish housing market.
February 02, 2015
10 top trusts and estates trends for 2015Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states laws.
February 02, 2015
10 top trusts and estates trends for 2015Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states laws.
January 29, 2015
TD Ameritrade Launches 4 Initiatives at National ConferenceTDAI chief Tom Nally also vows company will remain focused and vigilant on advocating for the fiduciary standard.
January 29, 2015
How to wipe out an IRA: Run afoul of IRS distribution rulesAdvisors should encourage trustees to not distribute IRA funds without first getting professional advice.