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
Wells Fargo Faces John Hancock Suit Over Life Insurance Issue
By Allison BellWhat happens when the owner of an insurance policy uses it as loan collateral and sells it through a life settlement?
August 17, 2023
California Closes State-Tax Loophole for Some TrustsClients who have established non-grantor trusts in tax-friendly states should be aware of this new law.
August 16, 2023
8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and ProbateAdvisors who can help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.
August 15, 2023
Ex-Vanguard CEO Joins VC Firm as AdvisorWilliam McNabb already serves on the boards of Venrock portfolio companies Altruist and Vanilla; he also has invested in both firms.
August 08, 2023
What Happens to 401(k)s, IRAs When Older Clients Get DivorcedRenee Hanson, CDFA, explains how retirement assets are divided and how to make the process less painful.
August 07, 2023
Warn Clients They Can Lose the Ability to Buy Life InsuranceHowever, USAA Life's president recommends compassion for late applicants.
August 03, 2023
Taxpayers' Gift Tax Bill Rose to $2.8 Billion in 2021A newly released table for 2021 shows that 1,101 taxpayers owed $1 million or more.
August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.