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
Genworth Sues Trustee Over Life Insurance Claim Delays
By Allison BellThe insurer wants to avoid having to pay 6% interest on the death benefits for more than 60 days.
June 25, 2024
In Wealthy Families, Inheritance Distress Goes Beyond MoneyA common conflict: Who gets to keep sentimental objects and collectibles? What if no one wants them?
June 24, 2024
Nassau Financial Sues Its Insurers for Help With Paying Its Legal BillsThe company wants the insurers to help defend it against a lawsuit related to cost-of-insurance charges.
June 21, 2024
After 25 Years, Schwab Charitable Has a New NameThe new name is intended to reflect how charitable giving has evolved over the decades.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 17, 2024
12 Ways to Find Money in MotionLife is full of events in which your clients, or their friends, might find themselves needing financial advice.
June 17, 2024
Principal Ordered to Pay $7.3M to Medical Research FoundationThe foundation says the company let an advisor recommend unsuitable life and annuity products.
June 17, 2024
Connelly v. IRS Makes Buy-Sell Agreements More ImportantThe author predicts that life insurance will continue to play a role as a funding vehicle.