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 clock is ticking on GRATs
By Robert BloinkCould your high-net-worth client benefit from a grantor retained annuity trust? Better act fast.
July 25, 2013
10 Wealth Planning Tips for a Post-DOMA World: AspiriantAspiriant LLC has provided this checklist to help the RIA's 40-plus advisors nationwide re-set the clock with clients whose lives will change as a result of DOMAs repeal.
July 25, 2013
Connect, then leadNew research shows that effective leaders begin by establishing a connection.
July 24, 2013
New Tools Ease 401(k) Cost Comparison for AdvisorsLincoln Trust launched a free plan comparison tool that allows financial advisors to compare various cost components between different 401(k) plans.
July 24, 2013
The high-net-worth epic fail: Gen Y’s pink slipNot concerned that your clients' kids don't want to work with you? You should be.
July 24, 2013
The high-net-worth epic fail: Gen Y’s pink slipNot concerned that your clients' kids don't want to work with you? You should be.
July 23, 2013
Implications for Clients of the Threat to Stretch IRAsAs the Obama administrations tax-raising focus has shifted to proposals that would eliminate the stretch IRA, here are a few simple estate planning steps that clients can take to minimize the fallout.
July 22, 2013
Stretch IRAs will likely lose estate planning appealCongress will probably strip IRAs of their wealth transfer benefits. Here's what your clients need to know.