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
8 Ways Advisors Can Support Special-Needs Planning
By John ManganaroGetting a robust financial plan in place can provide significant emotional relief to parents and families.
September 01, 2023
Why a Roth Conversion Is a Powerful Estate Planning ToolUnder the Secure Act, Roth IRAs allow beneficiaries to enjoy 10 years of tax-free account growth.
August 30, 2023
Why Your Black and Hispanic Clients Need a WillHaving a will increases the chances of achieving one's bequest target, a new study finds.
August 28, 2023
How Estate Planning Can Help Families Coping With Addiction, Substance AbuseIt's not an easy topic to confront, and planning for it financially does not come with a straightforward playbook.
August 28, 2023
How Do Annuity Death Benefits Work?What happens to annuity payments after the contract holder dies can vary. Here's what to know.
August 24, 2023
Wells Fargo Faces John Hancock Suit Over Life Insurance IssueWhat happens when the owner of an insurance policy uses it as loan collateral and sells it through a life settlement?
August 24, 2023
Grow Business & Deepen Client Relationships with Estate AdvisoryJoin this complimentary webcast to hear from a panel of industry peers on the benefits of offering estate advisory, how to address related challenges, and grow your business.
August 22, 2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell AssetsBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.