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
IRS Floats Plan to Allow Higher Estate, Gift Tax Exclusions
By Melanie WaddellThe plan would prevent those who make large gifts now from facing more estate taxes after 2025.
November 06, 2018
America's Top 10 Favorite CharitiesThe Chronicle of Philanthropy ranked 100 nonprofits by the total value of gifts of money and stock received in 2017, and excluded government grants.
October 31, 2018
Your Clients Need an Estate Plan 'Yesterday'Whether your clients need a simple estate plan or something more complex, here are the basics of putting it on paper.
October 24, 2018
Kestra Financial Buying Reliance TrustThe firm, which works with about 2,300 advisors, says the deal expands its service offerings as demand for trust services is growing.
October 22, 2018
4 Key Steps for Estate Planning With CryptocurrenciesTo ensure that clients' digital assets are passed on to heirs and beneficiaries, advisors should review and take these important measures.
October 19, 2018
Who Leaves an Inheritance, Who Doesn'tWhat influences the decision to leave money for the next generation? You'd be surprised.
October 08, 2018
These Advisor Skills Boost Referrals, Deepen Relationships: StudyA new study from FPA, Capital Preferences and T. Rowe Price reveals crucial skills that set high-performing advisors apart.
October 05, 2018
Don't Let Your Clients Make the Same Mistake as Aretha Franklin and PrinceWhenever celebrities die without wills, that gives you a new teachable moment.