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
What you need to know about wills, pt. I: The checklist
By Mike PattonIf you're a financial planner, you need to know how to review a client's will to make sure their wishes are met.
October 30, 2014
Conventional wisdom about irrevocable trusts needs to changeIrrevocable can still be flexible. What are the best provisions to include in an irrevocable trust?
October 29, 2014
Under the Hood: What You Need to Know About Wills, Pt. I: The ChecklistFinancial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
October 28, 2014
Don’t let clients take their passwords to the graveDigital estate planning expert Jamie Hopkins explains how advisors can benefit from helping clients safeguard digital assets.
October 28, 2014
Don’t let clients take their passwords to the graveDigital estate planning expert Jamie Hopkins explains how advisors can benefit from helping clients safeguard digital assets.
October 27, 2014
Build a better financial future with these 4 tipsNearly half of all Americans don't even have a legal will. That's no way to provide for your loved ones.
October 27, 2014
Build a better financial future with these 4 tipsNearly half of all Americans don't even have a legal will. That's no way to provide for your loved ones.
October 24, 2014
3 reasons LTC planning is critical to estate planningMake sure your friends in the wealth protection and wealth transfer market see this article.