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
The case for the child-owned life insurance policy
By Warren S. HerschMaking child-owned policies part of the toolkit could be one solution to the Achilles Heel of many an advisors practice.
September 05, 2014
100 questions to ask in an estate planning interviewThe initial interview is critical in estate planning, both to shield against malpractice concerns and to ensure a stable and mutually beneficial client-advisor relationship.
September 03, 2014
Beware of ‘Cliff’ in New York’s New Estate Tax LawWilmington Trusts Sharon Klein considers some implications of the new state law, with one dangerous tax trigger at the edges.
August 25, 2014
Andy Friedman: 4 Reasons to Use a Trust to Preserve AssetsFamilies far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.
August 21, 2014
What’s the point of having or updating your estate plan?Estate planning has less to do with taxes and more to do with making sure your wishes are known and honored.
August 14, 2014
Schorsch's RCAP Buys Girard, Nears 10,000 FAsRCS Capital moves to add Girard Securities to the expanding Cetera Financial Group of IBDs led by Larry Roth.
August 13, 2014
5 Big Life Events Driving Clients to Seek AdvicePeople who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.
August 11, 2014
4 Ways Advisors Can Help Single Parents Plan for Retirement, CollegeSaving for retirement and a college education is a constant battle. Here are a few ways advisors can guide single-parent families.