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 to Tell When Personalized Indexing Makes Sense: Vanguard
By Dinah Wisenberg Brin"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
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.
October 12, 2022
10 Estate Planning Strategies to Rethink After the Secure ActNearly three years in, parts of this mammoth retirement law still haven't been finalized.
October 12, 2022
3 Strategies to Ensure You Don't Get Lost in the Great Wealth TransferHow can you best plan for your clients' eventual passing without seeing their assets walk out the door?