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
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy Clients
By Steve Parrish and Michael FinkeClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
January 25, 2021
Gifting Stock to Family Members: What to KnowSuch gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.
January 20, 2021
Do You Know These Shocking Truths About Wills?In an interview, estate attorney Jason Smith warns about inheritance rules that can catch clients and their advisors off-guard.
January 06, 2021
For Wealthy Women, Tax and Estate Planning Is Weak LinkA Biden administration may mean tax policy changes and should be a wake-up call to women to get their estate plans in order.
January 04, 2021
COVID-19 and Its Impact on Divorce and Retirement PlansDeath or disability due to COVID-19 can have a huge impact on retirement savings of couples that are divorcing or contemplating divorce.
December 28, 2020
Pandemic Is a Wake-Up Call on Estate Planning: Wells FargoMore people are developing estate plans, though even many affluent investors remain without one.
December 16, 2020
6 Economic Predictions for 2021: Northern TrustChief Investment Officer Bob Browne explains his take on the U.S. economy and political scene and how markets will respond.
December 16, 2020
10 Facts to Know About Irrevocable TrustsAn irrevocable trust is a valuable estate planning tool for tax avoidance and asset protection, but there are limitations to be aware of.