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
8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and Probate
By John ManganaroAdvisors who can help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.
August 07, 2023
Warn Clients They Can Lose the Ability to Buy Life InsuranceHowever, USAA Life's president recommends compassion for late applicants.
August 03, 2023
Taxpayers' Gift Tax Bill Rose to $2.8 Billion in 2021A newly released table for 2021 shows that 1,101 taxpayers owed $1 million or more.
August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.
July 24, 2023
6 New IRS Guidelines Advisors Should KnowDigital assets, RMDs, and HSAs are just a few of the topics addressed so far in 2023.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 19, 2023
Americans Feel Unprepared to Inherit Money: SurveyRespondents to a New York Life survey also said they had an average $135,000 saved for retirement.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.