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
The Secure Act Changed Inherited IRA Rules. What's an Advisor to Do?
By Roger WohlnerIRAs may be one of your clients' largest stores of wealth. Here's what to consider for retirement and estate planning.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
June 07, 2022
Supreme Court Rules on Medicaid Benefits Lien CaseOne question is whether the logic used could affect Medicaid nursing home benefits lien cases.
June 04, 2022
For Businesses That Missed CARES Act Tax Credit Deadline, It's Not Too LateSmall-business owners have up to three years to retroactively claim the employee retention tax credit.
May 31, 2022
4 Industry Complaints About IRS' Inherited IRA ShockerSeveral industry groups gave the tax authority a piece of their minds over its proposed Secure Act regs.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
May 25, 2022
Crypto Assets Are Making Divorce More ComplicatedDigital assets are tricky to value in a divorce, but advisors can help, lawyer Yueh-Mei Kim Nutter tells ThinkAdvisor.
May 18, 2022
Ed Slott Warns Advisors: Know IRS' Secure Act RMD Regs or Risk Getting SuedAdvisors must get educated on the IRS' proposed regs to avoid "everything from embarrassment to litigation," Slott tells ThinkAdvisor.