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 State of Retirement for Small Business Owners: Not Good, Says BMO
By Danielle AndrusThree-quarters of small business owners have less than $100,000 saved for retirement, a survey by BMO Wealth Management found.
October 21, 2016
4 Ways to Limit Taxes on Retirement WithdrawalsVanguard investment strategest Colleen Jaconetti talks about the most tax-efficient ways to sequence withdrawals from retirement accounts.
October 21, 2016
Schwab, Fidelity Having Banner Year for Charitable GivingThe donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
October 18, 2016
‘Huge’ Wealth Transfer in Sight: UBS, PwC ReportIn the U.S. alone, about $1.1 trillion will transfer to the next generation over a period of 20 years, the report estimates.
October 15, 2016
Charitable giving with life insurance: 4 fall planning ideasWith asset values rising for some clients, charitable planning may be back as an attractive opportunity in 2016.
October 15, 2016
Charitable giving with life insurance: 4 fall planning ideasWith asset values rising for some clients, charitable planning may be back as an attractive opportunity in 2016.
October 12, 2016
9 Key Things Next President Should Do to Fix Economy: BrookingsAlthough the economy hasnt always been the focus of this campaign, it will be among the most important challenges for the next president.
October 11, 2016
New IRS QTIP Rules Increase Estate Tax Portability BenefitsNewly released guidance allows a powerful planning strategy that can be used by wealthy clients to maximize a deceased spouses federal estate tax exemption.