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
Variable Annuities, Death Benefits and the Uninsurable Estate Owner
By John Olsen, Michael E. KitcesAny robot can sell an annuity. You can untangle knots.
September 12, 2017
Planning for the Suddenly Wealthy: Call In the SWATT TeamComing into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
September 07, 2017
The Basics of Establishing an Irrevocable Life Insurance TrustAn ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.
September 07, 2017
Legal Arrangements Other than MarriageHere's another look at how clients' household arrangements can affect planning strategies.
September 06, 2017
DoubleLine Hires Exec for Latin America; Ariel Elects New Board MemberJoel Pea, a former Pimco and Robeco employee, has a new role, as does Heather Tookes of Yale's School of Management.
September 05, 2017
N.Y. Daily News Acquired by Tronc, Journalism's Would-Be SaviorThe 'newspaper deal' involves a $100 million pension risk transfer.
August 28, 2017
The Hidden Risks of Holding Assets in Trusts and LLCsIf there is one thing financial advisors understand, it's the critical importance of clarity in who owns a particular securities account.
August 28, 2017
MassMutual Launches Practice Management WebsiteMassMutual launched a new website, AdvisorAdvantage+, to give retirement plan advisors access to practice management tools and guidance.