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
Estate Planning Is 'The Next Frontier' for Advisors: Steve Lockshin
By Jane Wollman Rusoff"This is true for anybody who has any wealth at all," the Vanilla founder tells ThinkAdvisor.
February 16, 2024
What You Have to Know About Death NowCareful underwriting is helping insurers get death claims back to normal, Fred Tavan of Legal & General America says.
February 14, 2024
Why So Many Estate Plans Are Out of Date: Jamie HopkinsEven skilled advisors often overlook one critical issue, the Bryn Mawr Trust private wealth management head says.
February 14, 2024
10 Things to Know About Estate Planning for Cross-Border CouplesWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.
February 13, 2024
Educate Clients About Intergenerational Wealth TransferUncertainty about lifespans has changed how it works.
February 08, 2024
IRA Lawsuit Shows Why Advisors Must Watch for Elder Financial AbuseA woman alleges her uncle abused her late grandmother and coerced her to change beneficiary amounts.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
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.