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
7 Steps to Crafting a Philanthropic Mission Your Clients Will Love
By Laura RoserYour clients value your financial expertise, but they are likely searching for something more than tax structuring.
October 27, 2017
Retirement Saving Checklist: 15 Things to Know That Can Lead to SuccessUsing this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
October 26, 2017
FINRA Regulatory Chief Axelrod to DepartAfter 28 years at FINRA and its predecessor, Susan Axelrod will step down.
October 25, 2017
10 Least Tax-Friendly States in US: 2017Since each state has its own rules on what gets taxed, at which rate and when, there's a lot of variation across the country.
October 20, 2017
2 Biggest Reasons Clients Trust Their AdvisorsVanguard assessed 32 skills, practices and behaviors for their effect on client trust. Interestingly, financial planning ability barely cracked the top 10.
October 20, 2017
Tax Reform Focus on Stock OptionsThe GOP tax reform framework contains few details but has rattled tax planning for high income clients who are compensated with stock options.
October 19, 2017
Get Clients to Break Their ‘Money Silence’ or Lose ThemKathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy and stop the next generation from firing them.
October 18, 2017
GAO: Overhaul Entire US Retirement SystemMany Americans could suffer an insecure and undignified retirement if changes aren't made, the office says.