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
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono Programs
By Michael S. FischerFFP develops and funds programs that connect certified financial planners to those who need help.
November 29, 2021
Top 12 RMD Tax Facts to KnowRMD rules can be complicated, and getting them wrong can have expensive consequences.
November 23, 2021
How Trustees Can Protect Themselves Against Beneficiary ClaimsCheck the document fine print and get liability insurance as any lawsuit would hit trustee personally.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 10, 2021
Pandemic Spurred Legacy Planning Discussions: Edward JonesOne-third of U.S. adults say the pandemic prompted conversations with family about end-of-life plans and preferences, a survey found.
November 09, 2021
How and Why to Use Roth IRAs in Estate PlanningThe Secure Act has made Roth IRAs more valuable as a tax-efficient way to pass assets to heirs.
November 09, 2021
How Black Investors View Wealth, Advisors: SurveyBlacks were more likely than whites to define financial success as leaving a legacy and helping the next generation, U.S. Bank found.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.