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
Clients Rate Top Financial Services Firms in 6 Categories
By Emily ZulzA new Hearts & Wallets report measures customer trust and loyalty, the intent to invest more and intent to recommend.
March 21, 2018
Boomers' Kids Don't Want Heirlooms. Advisors Can Help.Gen Xers and millennials want memories, not outdated stuff. Appraiser Elizabeth Stewart tells ThinkAdvisor what to do with it.
March 15, 2018
The Four Steps It Takes to Build Client TrustAs in other relationships, client trust is built over time through a consistent and deliberate process
February 28, 2018
How to Protect Clients' Assets From Blended-Family FeudsVeteran estate and trust attorney Michael Hackard talks to ThinkAdvisor about how to deal with money-grubbing stepmothers and shares his protocol for protecting clients with cognitive decline.
February 27, 2018
A Hidden Risk That Could Crack a Nest EggAdvisors don't have to be insurance experts to protect their clients from the risk of property-related losses.
February 01, 2018
Edelman, Policy Group Sound a Wake-Up Call on Retirement SecurityWith the help of the Bipartisan Policy Center and others, Ric Edelman is launching an initiative to reignite debate in Washington about retirement security.
January 18, 2018
How Company 401(k) Accounts Can Propel Your Growth StrategyThere are some easy ways get excited and get going with a 2018 campaign to gather more financial assets.
January 17, 2018
Top 10 Charitable Gifts in 2017The top gift on this list is bigger than last year's top 10 donations combined, The Chronicle of Philanthropy reports.