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
Ex-Next Financial Rep Charged Over Risky Client Investments
By Jeff BermanThe former broker "used dishonest sales practices" to sell nontraded REITs and other alternative investments, state regulators say.
June 03, 2020
Swedroe, Kotlikoff Warn Advisors to Prepare for Higher Taxes After PandemicAdvisors should consider Roth IRA conversions and irrevocable trusts as governments pile on debt, they said.
June 02, 2020
How an Advisor Handled 2 Tough Client Cases in Florida's Tourism MeccaIn one case, a death led to finding a new client, Dennis Nolte of Seacoast Investment Services tells ThinkAdvisor.
May 06, 2020
What It Takes for Investors to Trust the Investment Management IndustryAmong professions, financial services ranks in the middle tier of trust while medicine ranks at the top, the CFA Institute reports.
March 25, 2020
Estate Planning Tips and UpdatesAttorneys from Chamberlain Hrdlicka look at how estate planning is working now.
March 10, 2020
A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?The potential for a big tax hit in year 10 means that IRA account owners should revisit their beneficiary designations now.
February 28, 2020
Dynasty Financial to Offer Trust ServicesThe move follows last month's news that the RIA network is working with Envestnet to launch the Advisor Services Exchange.
February 19, 2020
Many Americans Financially Unprepared for Divorce, WidowhoodA solid percentage of people are avoiding these uncomfortable topics, a TD Ameritrade survey finds.