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
Schwab, Fidelity Having Banner Year for Charitable Giving
By Bernice NapachThe donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
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.
October 04, 2016
How to target millennials with life insurance marketingWhen done well, working with younger generations of clients can be a win-win for everyone.
October 04, 2016
How to target millennials with life insurance marketingWhen done well, working with younger generations of clients can be a win-win for everyone.
September 27, 2016
Community Property: When Federal-State IRA Rules CollideSorting out the state community property rules and IRS rules on beneficiary designations in retirement accounts.
September 14, 2016
Pre-election estate and life insurance planningWith just under two months until Election Day 2016, its worth considering how each candidates proposals could affect your clients estate plans.