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
Power Questions: Better to Ask Than to Tell
By Melanie WilliamsPower questions can help you build better business relationships.
June 20, 2012
Generations Differ in Wealth Management Strategies: U.S. TrustHigh net-worth seniors, baby boomers, Gen X and Gen Y are all investing, planning and spending differently. A new survey helps advisors sort through the disparities.
June 19, 2012
Striking Generational Differences Found in Wealth Management: U.S. Trust SurveyThe survey found the youngest generation pragmatic, proactive and disciplined in their approach to investing and wealth management, surpassing Baby Boomers in planning for wealth for themselves and their families.
June 18, 2012
Advisors, Use This Wealth Transfer Strategy While You CanThe Obama administrations signals on whats ahead for taxes in 2013 suggests that wealth managers should take advantage of GRATs now for those clients who need an efficient wealth transfer strategy.
June 14, 2012
4 Ways to Deal With Estate Tax UncertaintyNext year, your senior clients may be faced with potential estate tax changes. Here, fellow advisors share four strategies to help them cope.
June 14, 2012
4 Ways to Deal With Estate Tax UncertaintyNext year, your senior clients may be faced with potential estate tax changes. Here, fellow advisors share four strategies to help them cope.
June 07, 2012
5 Misconceptions About Consumers and IRA RolloversThe IRA rollover market creates a massive opportunity for advisors, according to recent research from McKinsey & Co.
June 07, 2012
Seniors Want a Trusted AdvisorAccording to the latest survey, seniors are pretty clear in what they want out of an advisor and the number one thing that resonates is someone they can trust.