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
Lawyers for Wealthy Await Trump’s Estate Tax Plan
By Susan BeckDespite Trumps vow to end the tax, trust and estate professionals dont appear panicked that a revenue stream is about to dry up.
December 09, 2016
Can an Algorithm Assess Investors’ Complex Financial Needs?The future of financial advice is bionic, CEO David Siegel of Investopedia said.
December 06, 2016
7 Estate Planning Resolutions for Clients to Make NowThe post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
December 06, 2016
5 ways to go above and beyond for your clientsUpdating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients.
December 06, 2016
5 ways to go above and beyond for your clientsUpdating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients.
December 05, 2016
Year-End Tax Planning More Urgent as GOP Policy Changes LoomSince tax policy is likely to change soon in big ways, here are some suggestions for financial advisors working with wealthy clients.
December 05, 2016
Single Premium Whole Life Gives Estate Planning an EdgeFor the right clients, this product may provide the gateway for achieving not just retirement planning but all their planning goals.
November 10, 2016
Trump’s Plan Aims to Repeal Estate Tax, AMTTrump needs to iron out some details of his tax plan with House GOPs plan; with size being the obvious difference, says Tax Foundation.