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
Fidelity Charitable Ends DAF Account Minimums
By Bernice NapachThe change makes donor-advised fund accounts more accessible to the average household.
September 03, 2020
6 Economic Predictions for the Next 5 Years: Northern Trust, 2021The economy will likely bounce back this year, but 2021 and beyond is more uncertain, CIO Bob Browne tells ThinkAdvisor.
August 19, 2020
How the IRS' Tax Backlog Could Affect Your ClientsMany taxpayers are receiving IRS notices for nonpayment of taxes that they already paid. Here's what to do, according to CPAs.
August 10, 2020
Estate Planning, COVID-19 and GrandparentsClients who are expecting may know they need advice. What about their parents?
August 09, 2020
UBS Advisor to the Ultra-Wealthy Tells What His Clients Need Right NowPeter Rukeyser, nephew of the longtime TV host, tells ThinkAdvisor how he's assuaging client worries through the pandemic.
July 24, 2020
3 Tax Planning Strategies to Consider NowIt's an election year, and big tax changes could come if Democrats gain power. Here's how to prepare.
July 22, 2020
Preparing Special-Needs Families Through Better PlanningFamilies dealing with developmental disabilities face different financial planning challenges than other clients.
July 22, 2020
7 Things Your Client's Estate Plan Might Be Missing: MorningstarYou may have all the documents in order, but these extra steps can make life much easier for heirs, Morningstar's Christine Benz writes.