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
Educate Clients About Intergenerational Wealth Transfer
By Charles CardenasUncertainty about lifespans has changed how it works.
February 02, 2024
Why Life Insurance Assets Might Still Be Safe From CongressCarmi Margalit, S&P's life head, said cutting inside buildup looks ugly up close.
January 30, 2024
Ric Edelman: Longevity Is Disrupting Traditional RetirementFuture generations may have a more cyclical relationship with work, according to the investor and author.
January 25, 2024
Northwestern Mutual Names Its Next CEOJohn Schlifske plans to step down from the company's CEO post Dec. 31.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
January 23, 2024
At Schwab Charitable, Giving Jumped 31% in 2023The firm's account holders granted nearly $1.5 billion during the holiday season alone.
January 19, 2024
5 Ways to Protect Clients' Estate Wishes Before They Get MarriedIt's important to review several issues to ensure that their plans will be properly followed upon their death.
January 18, 2024
Vanguard Offers New Digital Estate Planning ToolsThe suite, in partnership with Vanilla, will help advisory clients meet their legacy planning needs.