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
The Big Hole in Estate Plans: Digital Assets
By Robert Bloink and William H. ByrnesEven the most carefully constructed estate plan often overlooks a client's digital assets. A plan is essential as both state and federal laws can create roadblocks to accessing digital assets
September 05, 2018
Few Are Financially Prepared for Widowhood: StudyA Merrill Lynch/Age Wave study finds that 76% of married retirees would not be financially prepared for retirement if their spouse died.
September 05, 2018
4 Questions to Ask the Ultra-Wealthy ClientThese questions will help you understand their family structure and sometimes complex tech needs.
August 22, 2018
Funerals Are Becoming One Last Extravagant Display of WealthYou can't take it with you, but you can go out in a gold-plated coffin.
August 01, 2018
Clock Is Ticking on SLAT Estate Tax ExemptionThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.
July 30, 2018
How to Rein In a Client Who Strikes It RichAdvisors have to be the reality check when a client comes into a windfall, but what's the best method to be heard?
July 30, 2018
Will the SEC Speed Up the ETF Approval Process?Two ETF trends are emerging: the SEC leaning toward eliminating the exemptive relief requirement, and the move to actively managed ETFs.
July 16, 2018
Ami Forte, Ex-Morgan Stanley Star, Portrayed Falsely by Former Boss, Lawyer SaysForte's former branch manager was "bought off" by Morgan, her lawyer tells ThinkAdvisor.