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
What to Know About 'Gray Divorce'
By Susan MyresYour clients may be going through divorce later in life. Here are some things to know.
August 06, 2019
Financial Abuse in Marriage: What Advisors Can DoThere are five types of financial abuse advisors should watch for, lawyer Jacqueline Newman tells ThinkAdvisor.
August 06, 2019
Wealth Holders Don't Discuss Money With Their HeirsA Merrill study finds family money harder to talk about than saving, investing and spending.
August 05, 2019
Many Suddenly Single Women Are in a 'Financial Fog,' Advisors SayDivorced and widowed women need emotional support along with financial help, advisors told ThinkAdvisor.
July 26, 2019
How to Advise Clients Planning a Second MarriageThose tying the knot a second time (or more) tend to have more knowledge — and more baggage.
July 26, 2019
Why the Poverty Rate for Widows Continues to Go DownChanges in women's circumstances have meant that for the past 20 years their poverty rate has been on the decline.
July 18, 2019
WSJ Editorial on Secure Act's 'Stretch IRA' Provision Sparks DebateEd Slott and other retirement experts debate the bipartisan retirement bill's strict limits on the stretch IRA strategy.
June 25, 2019
Democrat Floats Bill to Raise Estate TaxThe bill would use the proceeds to shore up Social Security.