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
12 Ways Long-Term Care Risk Eats Your AUM
By Allison BellLong-term care risk is like a demon that exists just to hurt you, and your clients.
November 07, 2023
Average Gen Zer Discusses Family Finances Before They Can Drive: SurveyMeaningful wealth conversations are happening sooner, a Northwestern Mutual survey finds.
November 03, 2023
Without a Plan, Family Wealth Discussions Can Be Stressful: SurveyThe conversations, often spontaneous, can expose generational rifts, Merrill finds.
October 30, 2023
Half of Investors More Worried About 2024 Elections Than Market: SurveyA third of investors think recession will ensue if their favored party loses power, Nationwide finds.
October 30, 2023
3 Estate Planning Strategies for Advisors, Clients and HeirsDay of the Dead can serve as a reminder that proper planning removes major burdens from loved ones.
October 25, 2023
Demand for RIAs Will Keep Growing, Schwab Execs SayToday's top clients want "real guidance," not product sales, Advisor Services head Bernie Clark says.
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.