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
Meet the 'SPY 11' Kids With $250B Riding on Their Lives
By Rachel Evans, Vildana Hajric & Tracy AllowayA wonky structure pegs the fund's future to their mortality; most of those named in the ETF's documents were not aware.
August 05, 2019
Many Suddenly Single Women Are in a 'Financial Fog,' Advisors SayDivorced and widowed women need emotional support along with financial help, advisors told ThinkAdvisor.
July 26, 2019
How to Advise Clients Planning a Second MarriageThose tying the knot a second time (or more) tend to have more knowledge — and more baggage.
July 26, 2019
Why the Poverty Rate for Widows Continues to Go DownChanges in women's circumstances have meant that for the past 20 years their poverty rate has been on the decline.
July 18, 2019
WSJ Editorial on Secure Act's 'Stretch IRA' Provision Sparks DebateEd Slott and other retirement experts debate the bipartisan retirement bill's strict limits on the stretch IRA strategy.
June 25, 2019
Democrat Floats Bill to Raise Estate TaxThe bill would use the proceeds to shore up Social Security.
June 19, 2019
Digital Estate Planning: How to Plan for Online AccountsWithout proper planning and documentation, online information may become inaccessible.
June 18, 2019
2 UBS Advisors Share Their Secret to Serving Billionaire ClientsCasey Kriedman and Carryn McLaughlin of The Broad Group tell ThinkAdvisor how they get to know their ultra-wealthy clients' needs.