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
Should Clients Change Advisors When They Retire?
By John ManganaroAdvisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.
November 05, 2024
Where to Find 4 Types of Wealthy ClientsPotential clients can be broken down, broadly, by how much they have and how much they earn.
November 04, 2024
American College Opens Enrollment for New Tax CertificationThousands of advisors on the waiting list are able to sign up for the three-course program, says professor Jeff Levine.
October 24, 2024
Independent Advisor Alliance to Provide Wealth.com's Estate Planning ToolThe partnership will offer IAA's 225 advisors access to the firm's end-to-end platform.
October 23, 2024
Advisors Encourage Clients to Create Estate Plans, but Many Don't Have OneA quarter of advisors not affiliated with Trust & Will have no estate plan, a survey finds.
October 23, 2024
Roth vs. Traditional IRA Investments: Don't Let the Tail Wag the DogTaxation matters in a retirement portfolio, but it's not the only factor, Ed Slott and Jeff Levine say.
October 22, 2024
IRS Reveals New Tax Rates, Deductions for 2025The tax year 2025 adjustments generally apply to income tax returns to be filed starting tax season 2026.
October 14, 2024
Term Life Applications Rose 14% in SeptemberAs for universal life? You don't want to know.