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
Top 12 States for Wealthy Taxpayers, as Defined by the IRS
By Allison BellHere are the states with the highest share of individuals worth at least $11.4 million.
January 07, 2024
Navigating the Great Wealth TransferOnly 13% of young investors plan to use their parents' financial professionals.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 29, 2023
When Is the Right Time to Ask Clients About Writing a Will?A new report finds context matters a lot when it comes to this basic step in legacy planning.
December 26, 2023
Freeze an Asset's Value With an Installment Sale: Tax LawyerWhen done right, these transactions "can produce eye-popping transfer tax savings," CBS Brokerage exec Jack Elder says.
December 21, 2023
Firm Puts Patients' Health Care Wishes on VideoDr. Ferdinando Mirarchi's MIDEO gives clients a new, legally binding way to provide advance directives.
December 19, 2023
BroadRiver Group Closes on $12B Private Placement BusinessBlackstone's Lombard International focuses on life insurance and variable annuity arrangements for wealthy individuals and families.