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
How a Father of 2 Autistic Kids Built an Advisory Niche
By Jane Wollman RusoffCharles Massimo tells ThinkAdvisor about working with parents of autistic children — and how he finds those clients.
December 13, 2018
3 Tax Moves to Make Before Year-EndLooking to next year's tax season, AICPA's financial planning division offered last-minute tax planning tips.
December 13, 2018
What Would Americans Do With a Cash Windfall? BMO Report Finds OutWith $12 trillion in assets moving from the greatest generation to boomers, many will be benefiting.
December 07, 2018
Yes, Millennials DO Need Estate PlanningAs the Route 91 festival tragedy showed us, no one knows how much time is left.
December 04, 2018
For Wealthy Clients, 'Satisfied' Isn't Good Enough: SEI"High-net-worth clients expect exceptional client experiences in all facets of their lives," SEI's John Anderson says.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 29, 2018
Americans Plan to Boost Donations This Holiday SeasonDisaster relief and health matters are donors' chief priorities, a survey found.
November 21, 2018
IRS Floats Plan to Allow Higher Estate, Gift Tax ExclusionsThe plan would prevent those who make large gifts now from facing more estate taxes after 2025.