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
Irrevocable trusts remain powerful in estate planning
By Brett W. BergIncorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
February 27, 2017
Could your client lose all in a lawsuit?When a producer is able to garner a prospects asset insulation, related subjects such as estate planning, business succession and life insurance funding are more easily explored.
February 27, 2017
Could your client lose all in a lawsuit?When a producer is able to garner a prospects asset insulation, related subjects such as estate planning, business succession and life insurance funding are more easily explored.
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.