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
TIAA's Target Date Fund Alternative Acts Like a Pension
By Danielle AndrusPartnering with DFA, TIAA developed a model that focuses on income rather than accumulation.
April 21, 2017
3 Lessons Prince Left Agents and AdvisorsThe Rock and Roll Hall of Famer died a year ago, without a will.
April 11, 2017
For Estate Planning, Don’t Overlook Late Portability ElectionsFortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.
April 10, 2017
5 Uses for Life Insurance That Most People Haven't Thought OfFor your clients and prospects, your bread and butter may be as mysterious as nuclear physics.
April 10, 2017
Planning for Longer Lives: Fading CapacityA corollary to planning for higher income in retirement is planning for the time when one may not be able to manage ones own care.
April 07, 2017
Trusts for Difficult SituationsJust getting into advanced planning? Here's a look at how skilled practitioners can help families.
April 06, 2017
Where There’s a Will, There’s a Way — if Loved Ones Can Find ItMany Americans die without telling their family members where to find their wills or how their estates will be divided, a BMO report says.