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 Is Dying Going to Cost Your Client?
By Bryce SandersKnowing where all your clients' assets are located, even those held away, can significantly reduce costs for heirs.
August 10, 2020
Estate Planning, COVID-19 and GrandparentsClients who are expecting may know they need advice. What about their parents?
August 09, 2020
UBS Advisor to the Ultra-Wealthy Tells What His Clients Need Right NowPeter Rukeyser, nephew of the longtime TV host, tells ThinkAdvisor how he's assuaging client worries through the pandemic.
July 24, 2020
3 Tax Planning Strategies to Consider NowIt's an election year, and big tax changes could come if Democrats gain power. Here's how to prepare.
July 22, 2020
Preparing Special-Needs Families Through Better PlanningFamilies dealing with developmental disabilities face different financial planning challenges than other clients.
July 22, 2020
7 Things Your Client's Estate Plan Might Be Missing: MorningstarYou may have all the documents in order, but these extra steps can make life much easier for heirs, Morningstar's Christine Benz writes.
July 20, 2020
Ex-Next Financial Rep Charged Over Risky Client InvestmentsThe former broker "used dishonest sales practices" to sell nontraded REITs and other alternative investments, state regulators say.
June 26, 2020
5 Ways Advisors Can Ease Clients' Tax Concerns NowWith the July 15 tax deadline looming, a TD Wealth senior trust advisor points to ways investors' tax burdens can be lightened.