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 not-so-irrevocable trust: Unlocking trust assets
By Robert BloinkIf plans have changed, clients can terminate a trust they no longer need.
June 13, 2013
3 trust changes you should tell your clients aboutNew tax provisions will render some trusts useful (or useless) for your estate planning clients.
June 13, 2013
3 trust changes you should tell your clients aboutNew tax provisions will render some trusts useful (or useless) for your estate planning clients.
June 11, 2013
Your Clients and Their Children: The Problems With Joint Bank AccountsSome of your older clients might want to make their bank accounts into joint accounts with their children. Understandable, but perhaps not wise.
June 07, 2013
Millionaires’ Biggest Financial RegretIn a survey of millionaires' top money regrets, the one that overwhelmingly prevails leaves a huge opening for advisors.
June 06, 2013
10 steps for avoiding estate planning mistakesSlip-ups can happen to the best of us. Make sure your clients pay attention to these key estate planning areas.
June 03, 2013
Making estate planning a family affairGetting younger generations involved in their elders' estate plans can help ensure all bases are covered.