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
When Gay Clients Retire, Big Financial Challenges Collide
By Jane Wollman RusoffFinancial planner Laura LaTourette tells ThinkAdvisor about helping older LGBTQ+ clients navigate retirement and estate planning.
November 23, 2020
Preparing Clients for a Quick Estate Planning PivotThe direction of the wind in Washington could change quickly. Here are ideas about how to handle that.
November 18, 2020
6 Financial Planning Tips to Close Out the Year of COVIDSome of these planning opportunities, intended to help people cope with the pandemic, won't be around in 2021.
November 04, 2020
A Lawyer Became an Advisor. Now He Runs 2 Firms.Michael Garry tells ThinkAdvisor about running an RIA and an estate planning firm at the same time.
October 27, 2020
IRS Announces Income Tax Adjustments for 2021The estate and gift tax exemptions saw the biggest increases, says Ed Slott.
October 26, 2020
Quiz: How Much Do You Know About Estate Planning for Digital Assets?Test your knowledge on protecting your clients' online accounts, digital currencies, photos and videos, and other virtually stored properties.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
October 05, 2020
4 Key Advantages of Roth Conversions for Retired InvestorsVanguard's global head of advice methodology provided an explainer on Roth conversions during the FPA online conference.