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 New Era of Estate Planning
By Nancy HermannWith the growth of digital assets and uncertainty over tax reform under President Trump, advisors face new challenges in estate planning.
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.
December 22, 2016
Lawyers for Wealthy Await Trump’s Estate Tax PlanDespite Trumps vow to end the tax, trust and estate professionals dont appear panicked that a revenue stream is about to dry up.
December 22, 2016
7 Estate Planning Resolutions for Clients to Make NowGiven the uncertainty surrounding estate planning legislation, many clients may be reluctant to focus on their estate planning goals.
December 13, 2016
The End of Long-Term Care Insurance as We Know It?Many insurance carriers who have exited the traditional LTCI market have developed alternative products.
December 09, 2016
Can an Algorithm Assess Investors’ Complex Financial Needs?The future of financial advice is bionic, CEO David Siegel of Investopedia said.