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 End of Long-Term Care Insurance as We Know It?
By William H. Byrnes, Robert BloinkMany insurance carriers who have exited the traditional LTCI market have developed alternative products.
December 06, 2016
5 ways to go above and beyond for your clientsUpdating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients.
December 06, 2016
5 ways to go above and beyond for your clientsUpdating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients.
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.