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
100 Questions to Ask in an Estate Planning Interview
By L. Paul Hood, Jr. and Stephan R. LeimbergThe initial client interview is critical in estate planning, both to shield against malpractice concerns and to ensure a mutually beneficial relationship.
September 16, 2019
Post-Divorce Tax Benefits After Alimony Deduction's DeathClients no longer have the luxury of relying upon the tax code to ease the burden of dividing income among two households.
September 16, 2019
Americans, Even Advisory Clients, Have a Big Estate Planning Problem: SurveyAn Edward Jones poll finds two-thirds of those with an advisor have not discussed estate goals and legacy plans.
September 12, 2019
'Future-Proofing' Wealth Is HNWs' Top Investment Priority: SurveyMore than a third are looking to decrease their investment risk, an RBC survey found.
September 03, 2019
VanEck/SolidX Selling Bitcoin Trust Shares to Qualified Institutional BuyersThe partnership is still awaiting SEC approval to trade a Bitcoin ETF designed for retail investors.
August 21, 2019
15 Questions to Ask Clients About Their Charitable GivingHave this conversation now, before the peak giving season comes at year-end.
August 19, 2019
IRS Posts Charitable Lead Annuity Trust Letter RulingThe case deals with a CLAT set up so that the annuity benefits term depends on the initial value of the trust assets.
August 15, 2019
Using Insurance to Help Wealthy Clients 'Disinherit the IRS'Beverly Hills advisor Matthew Celenza tells ThinkAdvisor about his insurance-focused approach, which he's rolling out to other RIAs.