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
Top 20 Nonprofits That Ruled Fundraising in 2016
By Michael S. FischerPhilanthropy 400 charities raised $109 billion last year, as some nonprofits gained big because of President Trumps criticisms.
November 14, 2017
11 Facts to Know About Catch-Up ContributionsAs the Senate debates removing tax incentives for extra retirement savings, here are 11 facts to consider about catch-up contributions to retirement plans.
November 13, 2017
How to Help Clients Manage Their Most Precious AssetsThey are collectibles, which about 25% of wealthy investors own, but many haven't had their collections appraised or insured.
November 13, 2017
4 Common Questions About End-of-Year Charitable Giving StrategiesCongress could change the rules soon, but, for now, these are the rules.
November 09, 2017
How Wealthy Parents Can Raise ‘Wealthy and Wise’ ChildrenThere are many ways FAs can help well-to-do clients transfer assets to their children, but some do more harm than good, Coventry Edwards-Pitt tells ThinkAdvisor.
November 09, 2017
Why Donors Who Want to Give More Often Don’tPersonal finance concerns are one factor, but there may be ways to create "found money" in donors' budgets, Fidelity Charitable says.
November 05, 2017
Annuities and Trusts: A Tricky CombinationIf you combine an annuity with a trust without getting good legal advice, well, good luck with that.
November 02, 2017
GOP Tax Reform Bill Unveiled: A First LookThe bill does contain a few twists especially with respect to popular itemized deductions and small-business taxation.