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
How 'Gray Divorce' Complicates Estate Planning
By Michael S. FischerEstate planners and attorneys are watching the rise in divorces after 50 play out in often negative ways, according to TD Wealth.
February 04, 2020
How to Avoid the Secure Act's Long-Term Tax TrapsOne potential trap: Later RMDs may lead to a bigger lifetime tax bill.
February 03, 2020
The Biggest Estate Planning Blunders of All TimeHere are 13 stories that show why thinking carefully ahead of time matters.
January 09, 2020
Life Insurance and the Demise of the Stretch IRAOne estate planning door closed. You have the key for another one.
January 07, 2020
Fiduciary Trust Nabs $6B RIA Athena Capital AdvisorsAcquisition by Franklin Templeton subsidiary is expected to close in firm's second quarter.
January 03, 2020
3 Stretch IRA Alternatives for Estate PlanningThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.
December 26, 2019
FINRA Fines 5 Big Firms for 'Know Your Customer' FailuresLPL, Merrill and Morgan Stanley were among the firms.
December 26, 2019
Without Customer Trust, Nothing Else MattersSure, you know all of this. Do you live this?