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
Digital Estate Planning: How to Plan for Online Accounts
By Stacy BeekmanWithout proper planning and documentation, online information may become inaccessible.
June 05, 2019
So Your Client Wants to Marry a Non-Citizen? Buckle Up.Michelle Soufan of TFC Financial talks to ThinkAdvisor about how to help your clients navigate this complicated process.
June 04, 2019
Aretha Franklin's Final Wishes Found. Will That Be Enough?The singer had two wills in a cabinet, and one in her couch cushions.
May 28, 2019
Protecting Assets When Clients Age in PlaceThe baby boom generation is changing the way Americans approach retirement.
May 28, 2019
When Clients Divorce After 50, How Advisors Can Rescue Retirement PlansDennis Stearns tells ThinkAdvisor what advisors need to know about the "exploding trend" of gray divorce.
May 24, 2019
'Softer' Side of Planning More Important to Clients Than DocumentsLegacy planning can help advisors make connections to the next generation of wealth so that advisors maintain assets when clients pass.
May 17, 2019
'Bank of Mom and Dad' Would Be 7th Biggest Lender in US: StudyFamily lending is widespread and can have a steep cost for the lenders, Legal & General reports.
May 10, 2019
Advisors Miss Big Market Under Their Noses: Children Who Inherit Client's EstateNew research from Cerulli finds only 13% of affluent investors choose to work with the same advisor their parents used.