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 to Solve the 'Problem' of Legacy Client
By Bob ClarkHere's what one advisory firm is doing with unprofitable investors.
December 11, 2017
Your Kids Could Pay the Price for Poor LTC PlanningFilial responsibility laws are state laws that can essentially hold adult children liable for their parents long-term care costs.
November 22, 2017
Donor-Advised Funds Surge to Record in 2016, NPT ReportsDAFs continue to be the fastest-growing charitable giving vehicle in the U.S.
November 21, 2017
10 Most Tax-Friendly States for Retirees: 2017You cant always judge a retirement place by its weather, although low taxes in some northern states may warm a retirees heart.
November 20, 2017
Top 20 Nonprofits That Ruled Fundraising in 2016Philanthropy 400 charities raised $109 billion last year, as some nonprofits gained big because of President Trumps criticisms.
November 16, 2017
Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up ContributionsThe bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.
November 15, 2017
How Do You Beat a Robo-Advisor? TrustSuccessful financial advisors must have the trust of their clients, an MIT economist says.
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.