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 Do You Beat a Robo-Advisor? Trust
By Ed SilversteinSuccessful financial advisors must have the trust of their clients, an MIT economist says.
November 13, 2017
4 Common Questions About End-of-Year Charitable Giving StrategiesCongress could change the rules soon, but, for now, these are the rules.
November 09, 2017
How Wealthy Parents Can Raise ‘Wealthy and Wise’ ChildrenThere are many ways FAs can help well-to-do clients transfer assets to their children, but some do more harm than good, Coventry Edwards-Pitt tells ThinkAdvisor.
November 09, 2017
Why Donors Who Want to Give More Often Don’tPersonal finance concerns are one factor, but there may be ways to create "found money" in donors' budgets, Fidelity Charitable says.
November 05, 2017
Annuities and Trusts: A Tricky CombinationIf you combine an annuity with a trust without getting good legal advice, well, good luck with that.
November 02, 2017
GOP Tax Reform Bill Unveiled: A First LookThe bill does contain a few twists especially with respect to popular itemized deductions and small-business taxation.
November 01, 2017
7 Steps to Crafting a Philanthropic Mission Your Clients Will LoveYour clients value your financial expertise, but they are likely searching for something more than tax structuring.
November 01, 2017
GOP Tax Plan Increases Need for Estate Planning FlexibilityFor high-net-worth clients, the key principle today is keeping options open.