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
Half of Investors More Worried About 2024 Elections Than Market: Survey
By Michael S. FischerA third of investors think recession will ensue if their favored party loses power, Nationwide finds.
October 24, 2023
IRS Ruling Could Help Fee-Only Advisors Use Life InsuranceChad Nulty, a company executive, says getting the ruling shows Protective's commitment to the RIA market.
October 23, 2023
Massachusetts Doubles Estate Tax ExemptionYet the state is still "one of the most expensive places to die," Ed Slott says.
October 18, 2023
3 Steps to Helping Clients With TrustsTo maintain family assets across generations, build emotional trust and work with legal trusts when it makes sense.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
October 13, 2023
Best & Worst Annuity and Life Insurance Providers: J.D. Power, 2023Satisfaction is rising as more clients start using life insurance and annuities for financial planning.
September 28, 2023
Schwab Launches Online Inheritance HubThe center aims to help investors handle paperwork digitally and gives them access to dedicated estate professionals.
September 28, 2023
Senate Republican Calls for Tightening Net Investment Income Tax RulesRick Scott used the issue to take a swipe at the Biden family's income taxes.