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 Client Beliefs That Can Trip Up Advisors
By Leslie HeffernenThese common cultural beliefs can be stumbling blocks in conversations with clients and prospects.
June 01, 2023
Planners' Life Tools Face Sales BlahsOne type of cash-value policy performed better than the others.
May 30, 2023
Ambition, Betrayal, Family Drama: The Plot of 'Succession' or Your Client's Future?The struggles portrayed on the hit HBO show are commonplace and widespread, attorney Monique Hayes tells ThinkAdvisor.
May 25, 2023
7 Reasons Millennials Decide to Make Estate PlansThese are the life events prompting them to think ahead, according to Trust & Will.
May 22, 2023
Act Now to Avoid Estate Planning Logjam in 2025Estate planners could be in extremely short supply in the years ahead, just when they're needed most.
May 19, 2023
Carson Group Taps Trust & Will Capabilities for AdvisorsCarson advisors can now create ready-to-execute estate planning documents in every state.
May 17, 2023
What Owning Multiple Homes Really Means for Wealthy ClientsA personalized approach is essential to help clients realize their goals for multiple home ownership.
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.