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
12 Things Not to Say to Widows or Widowers
By Barbara ShapiroThese comments are well-meaning but can be counterproductive for a grieving spouse.
February 01, 2022
Creative Planning Buys Tax-Focused RIA in St. Louis MarketThe firm says it will hire more attorneys and CPAs in the region to create a tax and estate planning hub.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 21, 2022
4 Ways Advisors Are Capturing Money in MotionTrillions of dollars a year are changing hands from older to younger generations, Cerulli reports. Here's how advisors are attracting those assets.
January 20, 2022
The $84T Wealth Transfer Underway Now, by the Numbers: CerulliMoney is in motion, and advisors on the cutting edge of complex planning and wealth structuring tactics will benefit, Cerulli says.
January 13, 2022
New IRS Life Expectancy Tables Mean Lower RMDs in 2022"Some advisors may have forgotten that such a change was even possible," Natalie Choate writes at Morningstar.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.
January 10, 2022
UBS Next Invests in Estate Planning PlatformTrust & Will is the latest firm that the wirehouse's fintech initiative, created in 2020, has added to its portfolio of investments.