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
Lincoln Financial Hit With Investor Lawsuits in State Court
By Allison BellThe plaintiffs say the company should have warned them earlier about problems with its variable universal life policies.
January 02, 2025
American College Launches Donor-Advised Fund Training ProgramThe inaugural set of in-person education sessions will be held in Dallas in April.
December 31, 2024
Estate Planners Look for Way Out of Connelly ChainsA lawyer says the obvious alternatives to Crown C Supply's arrangement are fine — for a family that never changes.
December 31, 2024
Help Your Clients With This 'Embarrassing' Task Before They Get MarriedTalking about money isn't romantic, but not doing so can sink a marriage, Ekaterina Klimentova of Cerity warns.
December 23, 2024
The Most Confusing Inherited IRA Questions, AnsweredThe RMD rules vary depending on who inherits the account — and some beneficiaries have more options than others.
December 23, 2024
Jamie Hopkins: Clients Will Leave RIAs That Don't Offer This Service“To serve next-generation clients, [advisors] need to offer this,” Bryn Mawr Capital Management's CEO tells ThinkAdvisor.
December 20, 2024
6 Ways to Talk About Estate Planning Over the HolidaysRecognizing that the topic can be emotionally charged, advisors should keep the conversation heading in a positive direction.
December 17, 2024
Corient Acquires $8B RIA in MaineH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.