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
Raymond James Longevity Planning Resources: Good for Clients, Great for Advisors
By James J. GreenSuite of tools provides much-needed solutions for clients while helping advisors grow their business and justify their fees.
March 28, 2018
Fidelity Charitable Hits Record $1 Billion in Grant-Giving Year to DateThe grant-making follows a record-breaking year in 2017 for the DAF, when the number of new giving accounts grew 20% and volume of grants grew by 25%.
March 26, 2018
Advisors Have a Big Fee Disclosure Problem: CFA InstituteFee disclosure is key to client trust, but less than half of clients are satisfied with that aspect of the advisor relationship, CFA Institute finds.
March 21, 2018
Boomers' Kids Don't Want Heirlooms. Advisors Can Help.Gen Xers and millennials want memories, not outdated stuff. Appraiser Elizabeth Stewart tells ThinkAdvisor what to do with it.
March 15, 2018
The Four Steps It Takes to Build Client TrustAs in other relationships, client trust is built over time through a consistent and deliberate process
February 28, 2018
How to Protect Clients' Assets From Blended-Family FeudsVeteran estate and trust attorney Michael Hackard talks to ThinkAdvisor about how to deal with money-grubbing stepmothers and shares his protocol for protecting clients with cognitive decline.
February 27, 2018
A Hidden Risk That Could Crack a Nest EggAdvisors don't have to be insurance experts to protect their clients from the risk of property-related losses.
February 01, 2018
Edelman, Policy Group Sound a Wake-Up Call on Retirement SecurityWith the help of the Bipartisan Policy Center and others, Ric Edelman is launching an initiative to reignite debate in Washington about retirement security.