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
Living trust scams: What to watch for
By Tom NawrockiReputable estate planners need to be aware of what scammers are pushing, if only to assuage the fears of their clients.
June 17, 2014
5 Things Senior Clients Wish Their Advisors KnewMore than 200 seniors responded to a survey by LifeHealthPro about their likes, needs, financial concerns, career outlook and asset base.
June 03, 2014
Letter of intent: a useful component of an estate planThere are many things a Letter of Intent cannot do, and any client who issues one should be aware of them.
June 03, 2014
Letter of intent: a useful component of an estate planThere are many things a Letter of Intent cannot do, and any client who issues one should be aware of them.
May 29, 2014
That $41 Trillion Wealth Transfer Now Officially $59 TrillionThe vaunted $41 trillion wealth transfer that is the subject of every advisor conference has been freshly updated: It has now reached $59 trillion.
May 27, 2014
401(k) vs. IRA: The Real Roth Conversion QuestionMoving traditional retirement funds into a Roth account may seem like a no-brainer for many clients, but whether to use a Roth IRA or Roth 401(k) can have potentially significant repercussions.
May 15, 2014
How the Fed Is Eroding Society: GriceDylan Grice's worrisome view of markets highlights a slow-motion unraveling of trust inflamed by the worlds central bankers through quantitative easing.
May 13, 2014
Financial power of attorney: weighing the benefitsNot only can the power of attorney give the client peace of mind; it might also help you do your job more easily as well.