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
The Hidden Risks of Holding Assets in Trusts and LLCs
By Fran O'BrienIf there is one thing financial advisors understand, it's the critical importance of clarity in who owns a particular securities account.
August 24, 2017
Debts After DeathMaybe someone told you, "Go cross-sell some life insurance." Here's why your clients need that.
August 24, 2017
12 Key Factors for Blended Families in IRAs, Qualified Retirement PlansSometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
August 23, 2017
The Tall Tax Tale of Why Country Songwriters Get Capital Gain TreatmentThis tax tale is worthy of a country ballad, but I won't make you suffer through a bushel of forced metaphors while I tell it.
August 15, 2017
Married Women Need Their Own Financial Plan: StudyThe recommendation from the Center for Retirement Research is based on data showing that many women don't stay married.
August 15, 2017
Will LPL’s New NPH Reps Stay or Go?Industry specialists debate how the move to a self-clearing firm could impact the 3,200 reps.
August 15, 2017
Brokerage ‘Kickbacks’ From Exchanges Draw ScrutinyWilliam Galvin of Massachusetts has written to Fidelity, Schwab, Morgan Stanley and others asking how they route orders to exchanges.
August 15, 2017
More Americans Increase Retirement Savings: BankrateTwenty-seven percent have increased contributions this year, the highest level in six years.