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
2 UBS Advisors Share Their Secret to Serving Billionaire Clients
By Jane Wollman RusoffCasey Kriedman and Carryn McLaughlin of The Broad Group tell ThinkAdvisor how they get to know their ultra-wealthy clients' needs.
June 04, 2019
Aretha Franklin's Final Wishes Found. Will That Be Enough?The singer had two wills in a cabinet, and one in her couch cushions.
May 28, 2019
Protecting Assets When Clients Age in PlaceThe baby boom generation is changing the way Americans approach retirement.
May 28, 2019
When Clients Divorce After 50, How Advisors Can Rescue Retirement PlansDennis Stearns tells ThinkAdvisor what advisors need to know about the "exploding trend" of gray divorce.
May 24, 2019
'Softer' Side of Planning More Important to Clients Than DocumentsLegacy planning can help advisors make connections to the next generation of wealth so that advisors maintain assets when clients pass.
May 17, 2019
'Bank of Mom and Dad' Would Be 7th Biggest Lender in US: StudyFamily lending is widespread and can have a steep cost for the lenders, Legal & General reports.
May 10, 2019
Advisors Miss Big Market Under Their Noses: Children Who Inherit Client's EstateNew research from Cerulli finds only 13% of affluent investors choose to work with the same advisor their parents used.
May 08, 2019
Out-of-State Trusts Shouldn't Be Taxed: Bloink & Byrnes Go Thumb to ThumbThe Supreme Court will decide if taxing out-of-state trusts is overkill or a way to keep the wealthy from dodging taxes.