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
Cold Calling Superstar Shares His Secrets
By Jane Wollman RusoffFormer advisor Mike Brooks tells ThinkAdvisor how he went from cold calling underperformer to leading sales expert and script writer.
June 13, 2017
Avoid These Mistakes When Working With WidowsThe most innocuous, well-meaning comment can grate on a newly minted widow or widower.
June 13, 2017
Trust Planning with AnnuitiesHere's a tool that may help you build relationships that cross generations, and professional silos.
June 12, 2017
IRS Offers Temporary Portability Election Crisis FixA family will have at least two years after a death to avoid having to ask for a private letter ruling.
June 08, 2017
Will DOL Fiduciary Rule Be Watered Down?The possibility of weakening the rule worries Betterment CEO Jon Stein.
June 06, 2017
The Pros and Cons of AB Trust Planning: Is It Still Effective?With the increase in the estate tax exemption and the introduction of portability, your clients may be questioning their existing strategy.
June 06, 2017
Americans Look to Family to Help Fund Their Retirement: SurveyMillennials who are counting on an inheritance may be in for a rude awakening, Natixis reports.
June 05, 2017
Alan Alda: How Advisors Can Communicate BetterThe actor who played Capt. Hawkeye Pierce on M*A*S*H shared with ThinkAdvisor some indispensable advice for financial advisors.