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
Ultra-Wealthy Clients Are Sitting on Cash, Ready to Invest
By Jane Wollman RusoffActivity has picked up lately as they've pounced on "market dislocations," John Mathews, UBS' private wealth head, tells ThinkAdvisor.
September 08, 2022
How Advisors Can Help Clients With a Terminal IllnessProper planning done compassionately can save these clients a lot of angst, advisor and physician Carolyn McClanahan says.
September 06, 2022
5 Steps for Advisors to Get Started With Charitable PlanningSome advisors have not engaged their clients, or would like to become more active. Here's how to start.
September 01, 2022
Should This Client Claim Social Security Before 70?Some advisors do the math and say it's better to wait. But there's more to consider than math.
August 30, 2022
5 Reasons Affluent Clients Might Need Long-Term Care InsurancePaying for care with their own assets could have steep tax and estate planning consequences.
August 30, 2022
What to Do When Your Soon-to-Retire Client Needs to Save More: Advisors' AdviceWe asked advisors how they help clients 5 to 10 years from retirement play catch-up on savings.
August 22, 2022
Black and Hispanic Investors Want an Active Role in Portfolio Building: J.P. MorganIn a new survey, they were more likely than white investors to say this.
August 17, 2022
Charitable Giving Back at Near Pre-Pandemic Levels: ReportBNY Mellon Wealth Management says the number of gifts, average gift size and total dollar amount of gifts grew from 2020.