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
As Interest Rates Change, So Must Trust Strategies
By Robert Bloink and William H. ByrnesClients who have been on the fence over including a trust such as a GRAT or CLAT should understand that now is an advantageous time to act.
May 23, 2018
Widowed Sisters Are Doing It for Themselves (but They Still Need Your Advice)New studies show growing financial independence and declining poverty among widows. Here's what advisors should know.
May 17, 2018
Pass-Through Tax Break Can Benefit Boxed-Out Service Businesses After AllTax planning strategies have already emerged to allow service business owners to reap the benefits of the 20% tax deduction for QBI.
May 10, 2018
Insurance Landmines Could Ruin Your Financial PlanAlthough life insurance is sometimes portrayed as a "set it and forget it" investment, the reality is that there are a variety of variables that can change along the way.
May 03, 2018
Sidestepping Misconceptions of Inherited 401(k)sThe rules governing inherited qualified plans can be much more complex than those governing inherited IRAs—making the advice of an informed financial advisor critical to getting it right for the client.
April 24, 2018
US Investors Doubt They Will Live to 100Wealthy Americans are less likely than wealthy investors elsewhere to expect to reach that milestone, UBS finds.
April 19, 2018
Raymond James Longevity Planning Resources: Good for Clients, Great for AdvisorsSuite of tools provides much-needed solutions for clients while helping advisors grow their business and justify their fees.
April 18, 2018
Kestra Nabs Veteran Merrill Team in Ohio: Recruiting RoundupMeanwhile, LPL-affiliated Trilogy Financial taps a board member with marketing expertise