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
5 Questions From LGBTQ Investors in the Era of Marriage Equality
By Ryne VickeryThese couples may not be fully aware of strategies to maximize their estate, financial and tax planning.
May 06, 2020
What It Takes for Investors to Trust the Investment Management IndustryAmong professions, financial services ranks in the middle tier of trust while medicine ranks at the top, the CFA Institute reports.
March 25, 2020
Estate Planning Tips and UpdatesAttorneys from Chamberlain Hrdlicka look at how estate planning is working now.
March 10, 2020
A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?The potential for a big tax hit in year 10 means that IRA account owners should revisit their beneficiary designations now.
February 28, 2020
Dynasty Financial to Offer Trust ServicesThe move follows last month's news that the RIA network is working with Envestnet to launch the Advisor Services Exchange.
February 19, 2020
Many Americans Financially Unprepared for Divorce, WidowhoodA solid percentage of people are avoiding these uncomfortable topics, a TD Ameritrade survey finds.
February 18, 2020
New RIA in a Box Open API Helps Advisors With Compliance: T3 Tech RoundupOther developments revealed at T3 include an AI-powered tech solution and an new Orion Connect interface.
February 12, 2020
Top 5 Mega-Donors to Charity in 2019These donors each gave away $1 billion or more, according to The Chronicle of Philanthropy.