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
6 consumers share what they want from a wealth advisor
By Daniel WilliamsAre wealth advisors listening to their senior and boomer clients? We reached out to consumers to get their thoughts.
November 29, 2012
Estate planning for young familiesMost young people don't expect to die early, but that doesn't mean they shouldn't plan for the possibility.
November 27, 2012
5 Smart Approaches to Charitable Giving This Holiday SeasonWith so much tax and fiscal uncertainty, Schwab Charitables Kim Laughton offers these strategies to help donors manage the recent boom in charitable giving.
November 16, 2012
The 9 lives of second-to-dieSecond-to-die policies can help with estate taxes, but thats far from all.
November 15, 2012
The 9 lives of second-to-dieSecond-to-die policies can help with estate taxes, but thats far from all.
November 15, 2012
6 tax opportunities to take advantage of nowPrepare your clients for impending 2013 tax hikes by considering these key moves before the year ends.
November 15, 2012
6 tax opportunities to take advantage of nowPrepare your clients for impending 2013 tax hikes by considering these key moves before the year ends.
November 14, 2012
Survey: Families at odds over financial planningSurvey results from Fidelity Investments found family members frequently disagree when asked privately about hard-to-discuss topics, such as elder care, inheritance and retirement security.