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
Want Clients to Trust You? You’ve Got 0.05 Seconds
By Gil WeinreichA new study shows trust decisions can be automatically triggered by the slightest glance. What's an advisor to do?
July 28, 2014
Conventional wisdom in estate planning needs a changeWithout proper planning, retirement accounts could be susceptible to both income and estate taxes.
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 23, 2014
On Inheritance, UBS Urges Families to Break the SilenceOnly 34% of affluent benefactors have even revealed their wealth to their children, UBS found in a study on family discussions of inheritance.
July 18, 2014
5 financial lessons from Game of ThronesThe complex plot of the popular TV series presents some interesting lessons for insurance professionals and for clients.
July 18, 2014
5 financial lessons from Game of ThronesThe complex plot of the popular TV series presents some interesting lessons for insurance professionals and for clients.
July 16, 2014
Bypass trusts after portabilityNew rules regarding portability have reduced some of the benefits of bypass trusts.