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
How the permanent estate tax will impact life insurance ownership
By Kenneth M. CymbalPost-fiscal cliff fix, Americans and their advisors need to readjust their life insurance strategies.
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.
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.
July 19, 2013
Does your client still need that irrevocable life insurance trust?Estate taxes aren't the only reason your clients can benefit from an ILIT.