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
Out-of-State Trusts Shouldn't Be Taxed: Bloink & Byrnes Go Thumb to Thumb
By Robert Bloink | William H. ByrnesThe Supreme Court will decide if taxing out-of-state trusts is overkill or a way to keep the wealthy from dodging taxes.
April 17, 2019
Section 1035-Your Way Out of Obsolete Life Insurance TrustsA Section 1035 tax-free exchange can provide a tax-preferred way to obtain a life insurance policy or annuity.
April 10, 2019
Trusts for Pets: Not Just for the Super-WealthyA pet left out of a client's estate plan could end up in a shelter or euthanized, attorney Jason Smolen tells ThinkAdvisor.
March 27, 2019
What the Nastiest Celebrity Estate Battles Can Teach AdvisorsMichael Hackard tells ThinkAdvisor how advisors can help prevent inheritance wars, invoking stars like Mickey Rooney and Jerry Lee Lewis.
March 22, 2019
Family Conflict Is Greatest Threat to Estate Planning: TD Wealth SurveyEstate planning experts are also concerned about market volatility and tax reform in 2019, according to the survey.
March 18, 2019
What Advisors Should Look for in a Turnkey Insurance Marketing PartnerA robust and proactive approach to integrating risk management solutions can help advisors differentiate their practices.
March 11, 2019
Top 10 Estate Planning Tax Facts for 2019After the major tax overhaul, here are the top estate planning issues that clients may need to consider this year.
March 07, 2019
5 Legacy Planning Basics for New ParentsThey know they need a crib, and onesies. Do they know they need you?