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
When Families Don't Talk About Philanthropy
By Michael S. FischerAn advisor poll finds most families leave the next generation in the dark about charitable giving.
September 12, 2019
'Future-Proofing' Wealth Is HNWs' Top Investment Priority: SurveyMore than a third are looking to decrease their investment risk, an RBC survey found.
September 03, 2019
VanEck/SolidX Selling Bitcoin Trust Shares to Qualified Institutional BuyersThe partnership is still awaiting SEC approval to trade a Bitcoin ETF designed for retail investors.
August 21, 2019
15 Questions to Ask Clients About Their Charitable GivingHave this conversation now, before the peak giving season comes at year-end.
August 19, 2019
IRS Posts Charitable Lead Annuity Trust Letter RulingThe case deals with a CLAT set up so that the annuity benefits term depends on the initial value of the trust assets.
August 15, 2019
Using Insurance to Help Wealthy Clients 'Disinherit the IRS'Beverly Hills advisor Matthew Celenza tells ThinkAdvisor about his insurance-focused approach, which he's rolling out to other RIAs.
August 14, 2019
What to Know About 'Gray Divorce'Your clients may be going through divorce later in life. Here are some things to know.
August 12, 2019
Supreme Court Hands HNW Clients New Trust Planning StrategyThe court has essentially opened the door to trust planning that could avoid state taxation altogether.