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
New RIA in a Box Open API Helps Advisors With Compliance: T3 Tech Roundup
By Jeff BermanOther developments revealed at T3 include an AI-powered tech solution and an new Orion Connect interface.
February 05, 2020
How to Deal With an Aging Advisor Force and Aging ClientsA new Cerulli report lays out the challenges and how to address them.
February 05, 2020
Advising Women Over 50Women in this age group face a number of life transitions that leave them in need of financial advice.
February 04, 2020
How to Avoid the Secure Act's Long-Term Tax TrapsOne potential trap: Later RMDs may lead to a bigger lifetime tax bill.
February 03, 2020
The Biggest Estate Planning Blunders of All TimeHere are 13 stories that show why thinking carefully ahead of time matters.
January 09, 2020
Life Insurance and the Demise of the Stretch IRAOne estate planning door closed. You have the key for another one.
January 07, 2020
Fiduciary Trust Nabs $6B RIA Athena Capital AdvisorsAcquisition by Franklin Templeton subsidiary is expected to close in firm's second quarter.
January 03, 2020
3 Stretch IRA Alternatives for Estate PlanningThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.