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
The ‘Death Tax’ Deserves to Live
By Noah SmithThe much-maligned estate tax is far better than its detractors claim and should be restored to its 1980s levels.
February 27, 2017
Why Estate Planning Still Matters in an Uncertain Tax EnvironmentWhat can advisors do now to help clients protect their assets and the people they care about?
February 27, 2017
The New Era of Estate PlanningWith the growth of digital assets and uncertainty over tax reform under President Trump, advisors face new challenges in estate planning.
February 27, 2017
Could your client lose all in a lawsuit?When a producer is able to garner a prospects asset insulation, related subjects such as estate planning, business succession and life insurance funding are more easily explored.
February 27, 2017
Could your client lose all in a lawsuit?When a producer is able to garner a prospects asset insulation, related subjects such as estate planning, business succession and life insurance funding are more easily explored.
February 01, 2017
Study Finds Parent-Child Disconnect on Discussing Estate PlansFidelity has introduced an online tool to facilitate the estate planning process.
January 30, 2017
Everplans: A Tech Tool That Could Be an Estate Planning Game-ChangerThe user-friendly website has applications for advisors looking to improve service and attract new clients.
January 24, 2017
Estate Planning 101: Motivating Clients to Get StartedHelping clients focus on the positive aspects of putting a plan in place may help motivate them to commit to the process.