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
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)
By Bernice NapachHealth savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
August 04, 2016
Treasury Proposes to Close Estate and Gift Tax LoopholeThe loophole primarily affects families' stakes in businesses, Rose Watson of Commonwealth Financial says.
August 01, 2016
Why So Many Wealthy Families Lose It All in 3 Generations, and How to Stop ItCoach and ex-psychologist Courtney Pullen tells ThinkAdvisor how he prevents wealthy families from going "shirtsleeves to shirtsleeves" in three generations.
July 29, 2016
17 Wealthy Families, Individuals Sign Gates-Buffett Giving PledgeThe pledge encourages billionaires to give the majority of their wealth to philanthropic causes.
July 26, 2016
How a Wealth Tax Could Reward Savvy Entrepreneurs and Wise InvestorsSeveral economists argue that a wealth tax could redistribute wealth from the idle rich to the Musks and Buffetts who create wealth, Noah Smith writes.
July 25, 2016
Why consumers’ attitudes toward life insurance are changingClients are taking more of a long-term view with their life insurance, and here's the result.
July 25, 2016
Why consumers’ attitudes toward life insurance are changingClients are taking more of a long-term view with their life insurance, and here's the result.
July 21, 2016
TD Ameritrade Awards Scholarships, Partners With XY PlanningTD Ameritrade Institutional and XY Planning Network are joining forces to foster the growth of fee-only planners that serve young people.