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
7 Estate Planning Resolutions for Clients to Make Now
By Rose Watson, JDThe post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
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.
November 02, 2016
The State of Retirement for Small Business Owners: Not Good, Says BMOThree-quarters of small business owners have less than $100,000 saved for retirement, a survey by BMO Wealth Management found.
October 26, 2016
Where Wealthy Donors Give and What They Expect: U.S. Trust SurveyThe wealthy contributed to eight different nonprofit organizations on average, with most giving to basic needs groups.
October 25, 2016
Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor UpgradesSince wirehouses want to look like you, head of Schwab custody unit urges advisors to evolve to meet client needs.
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.