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

What Owning Multiple Homes Really Means for Wealthy Clients

May 17, 2023

What Owning Multiple Homes Really Means for Wealthy Clients
10 Tax-Smart Charitable Strategies for Your High-Net-Worth Clients

May 17, 2023

10 Tax-Smart Charitable Strategies for Your High-Net-Worth Clients
Should I Advise a Client to Sell a Policy at a Loss?

May 13, 2023

Should I Advise a Client to Sell a Policy at a Loss?
What Wealthy Families Need From Advisors

May 11, 2023

What Wealthy Families Need From Advisors
New Study Shows Ties Between Personality, Estate Planning

May 03, 2023

New Study Shows Ties Between Personality, Estate Planning
Top 10 Things Near-Retirees Get Wrong About Social Security

May 02, 2023

Top 10 Things Near-Retirees Get Wrong About Social Security
Don't Let Cognitive Decline Derail Financial Plans, RMDs

April 21, 2023

Don't Let Cognitive Decline Derail Financial Plans, RMDs