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
How One Small Firm Uses Tech to Tackle Tax Planning
By John ManganaroJames Hargrave explains to ThinkAdvisor how his firm, with about 10 people, punches above its weight — with a little help.
October 26, 2022
8 Estate Planning Steps for Newly Single ClientsA discussion with your newly single client about what they want will make for a smoother process later.
October 24, 2022
Preparing for Disaster: Legal and Financial Planning for Clients Who Go MissingHurricane Ian highlighted the problems facing families affected by delayed death reports.
October 24, 2022
4 Questions Your Prospects Want You to AskWant to stand out from the advisor crowd? Ask the questions that matter most.
October 20, 2022
7 Reasons Investors Avoid Wealth Transfer PlanningDespite good intentions, many investors have failed to take basic steps when it comes to inheritance planning.
October 20, 2022
Private Placement Life Insurance Will Get Through This: Michael MalloyA PPLI specialist looks at the scrutiny the arrangements are getting in Washington.
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 13, 2022
Athletes May Live a Very Long Time in Retirement: Idea FileRonnie Kaymore has clients who sign giant contracts, and face big career risks.