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
Trust Planning with Annuities
By Chris PriceHere's a tool that may help you build relationships that cross generations, and professional silos.
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.
May 31, 2017
Gundlach: Robos Could Cause Next Crash; Passive Mania Will WaneSpeaking at FPA NorCal, the bond king sounds off on passive investing, robos, rates and the S&P 500.
May 31, 2017
To Involve the Family in Financial Planning, Start With These 3 TopicsThese tips will help you engage the next generation of clients in planning for the most critical financial stages in life.
May 31, 2017
When Life Insurance Isn’t a Lifetime InvestmentWhen a client needs to part with a permanent type of life insurance policy like whole life, be sure to carefully evaluate the tax consequences.
May 26, 2017
Fund Expenses Drop 7% in 2016; Vanguard Leads the Pack: MorningstarThe largest fund family had an asset-weighted average expense ratio of 0.11% last year, the research firm says.