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
Act Now to Avoid Estate Planning Logjam in 2025
By John ManganaroEstate planners could be in extremely short supply in the years ahead, just when they're needed most.
May 17, 2023
10 Tax-Smart Charitable Strategies for Your High-Net-Worth ClientsA comprehensive charitable strategy can involve IRA inheritance planning, stock gifting and RMDs.
May 13, 2023
Should I Advise a Client to Sell a Policy at a Loss?The answer depends on what "a loss" means.
May 11, 2023
What Wealthy Families Need From AdvisorsChloe Wohlforth tells ThinkAdvisor why transferring wealth is so tricky and why demand for female advisors will rise.
May 03, 2023
New Study Shows Ties Between Personality, Estate PlanningNew research finds certain personality traits are connected with legacy planning preferences and overall financial health.
May 02, 2023
Top 10 Things Near-Retirees Get Wrong About Social SecurityMassMutual gave 55- to 65-year-olds a Social Security quiz. Here are the most-missed questions.
April 21, 2023
Don't Let Cognitive Decline Derail Financial Plans, RMDsKeeping RMDs on track is one way advisors can help clients with Alzheimer's, attorney Mitch Mitchell says.
April 18, 2023
Bernie Sanders Floats New Estate Tax BillThe legislation aims to reduce the estate tax exemption to $3.5 million.