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
Trust as IRA Beneficiary? Avoid These Mistakes
By Robert Bloink and William H. ByrnesThis structrure increases the complexities already in place when IRA funds pass upon the original account owner’s death.
June 09, 2025
Reject an Inheritance? Not Always a Bad IdeaIn certain cases, this strategy can reduce the share of the estate lost to taxes or court judgments.
June 03, 2025
Symetra and Pacific Life Sued Over Annuity Beneficiary ChangesA woman says the moves reduced her death benefits and led to unnecessary taxes.
June 03, 2025
Commonwealth Is Latest Firm to Tap Wealth.com for Estate PlanningThe firm wants to help its advisors attract and retain high-net-worth clients through more specialized services.
May 29, 2025
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy ClientsPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.
May 22, 2025
How to Talk With Adult Children About PrenupsClients who are concerned for their engaged child’s financial well-being should understand that they have options.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 09, 2025
Greater Need, Greater Giving Spell Greater Opportunity for AdvisorsRegistration is open for ThinkAdvisor's June 3 webcast on trends in charitable giving, donor-advised funds and foundations.