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
3 Strategies to Ensure You Don't Get Lost in the Great Wealth Transfer
By Allison Lauren LeeHow can you best plan for your clients' eventual passing without seeing their assets walk out the door?
October 10, 2022
11 Ways Tax Planning Can Grow Your FirmTax planning can help advisors increase referrals, organic growth and AUM, Angie Herbers says.
October 10, 2022
IRS' New RMD Guidance Brings Relief to IRA Beneficiaries — for NowWhile uncertainty remains on future RMDs, the IRS announcement gives advisors and clients more room for planning.
October 06, 2022
11 Year-End Planning Priorities to Discuss With Your ClientsFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
October 05, 2022
6 Top Tips for Selling Taxable Assets: Christine BenzIt's important to make tax-efficient decisions when selling assets to fund spending, she tells ThinkAdvisor.
October 05, 2022
5 Things Advisors Get Wrong About Childfree ClientsFinancial advisors often unintentionally offend these clients, says Childfree Wealth founder Jay Zigmont.
October 04, 2022
What the Portability Tax Change Means for HNW ClientsIf used properly, the estate and gift tax exemption can provide flexibility and simplicity for both advisors and their wealthy clients.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.