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
In Search of the Best Financial Planning Software: NaviPlan
By Mike PattonAfter a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
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.
November 05, 2014
Enhancing Creditor Protection of IRA FundsDespite a recent Supreme Court ruling to the contrary, inherited IRAs may be vulnerable to bankruptcy creditors. Here's a strategy for stronger protection.
November 03, 2014
In Search of the Best Financial Planning Software: MoneyGuideProIs MoneyGuidePro the right financial planning software for you? It's got many impressive features, for sure, but also a few drawbacks.
November 03, 2014
What you need to know about wills, pt. I: The checklistIf you're a financial planner, you need to know how to review a client's will to make sure their wishes are met.
November 03, 2014
How to protect inherited IRAsNon-spousal beneficiaries cannot rollover an inherited IRA and may prefer to inherit an IRA via a trust for their benefit when asset protection is a concern.