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
529 ABLE Accounts: The Special Needs Planning Tool Advisors Overlook
By Jane Wollman RusoffAdvisor Kathleen Oberneder tells ThinkAdvisor why these accounts go underused and how she plans for her own daughter with Down syndrome.
August 22, 2018
Funerals Are Becoming One Last Extravagant Display of WealthYou can't take it with you, but you can go out in a gold-plated coffin.
August 01, 2018
Clock Is Ticking on SLAT Estate Tax ExemptionThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.
July 30, 2018
How to Rein In a Client Who Strikes It RichAdvisors have to be the reality check when a client comes into a windfall, but what's the best method to be heard?
July 30, 2018
Will the SEC Speed Up the ETF Approval Process?Two ETF trends are emerging: the SEC leaning toward eliminating the exemptive relief requirement, and the move to actively managed ETFs.
July 16, 2018
Ami Forte, Ex-Morgan Stanley Star, Portrayed Falsely by Former Boss, Lawyer SaysForte's former branch manager was "bought off" by Morgan, her lawyer tells ThinkAdvisor.
July 10, 2018
The Children of the Rich Will Always Be With UsThe wealthy can stop worrying: Their heirs won't burn through their inheritances for many generations.
July 02, 2018
4 Reasons the Estate Tax Could Come Roaring BackThe current generous estate tax exclusion levels could be short-lived, insurance exec Howard Sharfman warns.