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
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy Clients
By Jane Wollman RusoffPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.
May 09, 2025
Greater Need, Greater Giving Spell Greater Opportunity for AdvisorsRegistration is open for ThinkAdvisor's June 3 webcast on trends in charitable giving, donor-advised funds and foundations.
May 09, 2025
6 Keys to Keeping the Relationship When Your Client DiesDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.
May 08, 2025
HNW Families Need Advice on Wealth TransferIn an RBC Wealth survey, 65% of wealth "givers" and 94% of receivers said they wanted professional help.
May 07, 2025
9 Services Ultra-Wealthy Clients WantA large share of the wealthiest investors have needs that advisors aren't meeting, a CEG report finds.
May 05, 2025
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions RemainClients can now get 1099s for their qualified charitable distributions. Still, advisors must ensure clients follow the rules.
April 30, 2025
How to Prevent an Inheritance Nightmare When Clients Own CryptoWithout proper planning, digital assets can be stolen or lost forever when the owner dies, attorney Michael Hackard warns.
April 22, 2025
Estate Planning for Super-LongevityLiving longer can be a great thing, but it does require additional planning.