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
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: Survey
By Jeff BermanThe CFP Board polled certificants about the value of the credential.
August 26, 2021
Study Finds Big Drop in Share of Households With WillsThe share of householders over 50 with a will dropped from 60% to 44% over about two decades, CRR found.
August 24, 2021
10 Life Insurance Tax Facts to KnowLife insurance payouts and dividends can come with complex tax rules that financial planners should be aware of.
August 18, 2021
Schwab Launches Interactive Platform to Help Retirement SaversA new dashboard helps savers assess their financial health and then take next steps.
August 18, 2021
Top 14 Advisory Services Clients Want, but Aren't GettingLess than 10% of clients actually receive some of these services even though the vast majority expect them, a Spectrem survey found.
August 15, 2021
4 Ways Financial Planning Is Different for LGBTQ+ PeopleIgnoring the complexity could get a client evicted, or a leave a client impoverished.
August 12, 2021
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTsCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.
August 09, 2021
LPL Testing Paraplanning, Other Advisor ProgramsThe firm is learning from innovators such as Peloton and Amazon to offer its advisors more digitally based services.