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
5 Misconceptions About Consumers and IRA Rollovers
By Joyce HansonThe IRA rollover market creates a massive opportunity for advisors, according to recent research from McKinsey & Co.
June 06, 2012
Survey Finds Investors Trust Financial Advisor More than Primary Doctor or AccountantA new survey finds that investors trust their financial advisors more than their primary doctor or accountant.
June 06, 2012
Survey Finds Investors Trust Financial Advisor More than Primary Doctor or AccountantA new survey finds that investors trust their financial advisors more than their primary doctor or accountant.
June 01, 2012
Proper Path to Integrated Wealth Management, Pt. 3: 3 Key Wealth Transfer StrategiesHow taking a multidisciplinary team approach can meet your HNW clients needs on estate and gift taxes, in particular, 529 plan gifting, FLPs and intrafamily loans.
May 31, 2012
Planning For Special NeedsFortunately, there are government programs, Special Needs Trusts (SNT), and life insurance coverage that can help address and fund the ongoing care needs of a loved one with special needs.
May 31, 2012
Planning For Special NeedsFortunately, there are government programs, Special Needs Trusts (SNT), and life insurance coverage that can help address and fund the ongoing care needs of a loved one with special needs.
May 31, 2012
Sterne Agee Adds Wealth and Estate Management GroupCEO says firm aims to meet client needs beyond traditional brokerage services.
May 31, 2012
Sterne Agee Adds Wealth and Estate Management GroupCEO says firm aims to meet client needs beyond traditional brokerage services.