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
Estate & retirement planning together: constructive or conflictive?
By Paul McgillivrayAdding retirement planning to your value proposition may be a winning strategy when working with estate planning clients.
April 28, 2016
Questions persist around settling Prince's estateHere's what Prince's death can teach the rest of us about estate planning.
April 19, 2016
Implement Multigenerational Planning With Kid-Friendly FinanceAdvise your clients on how they can develop their childrens smart money habits.
April 01, 2016
Why Americans don't write wills [infographic]A majority of American adults don't have a simple will, and some of the reasons may surprise you.
April 01, 2016
Why Americans don't write wills [infographic]A majority of American adults don't have a simple will, and some of the reasons may surprise you.
March 30, 2016
Recruiting Roundup: Merrill Grabs Morgan Team, Makes Leadership ChangesMeanwhile, Bay Area wealth management firm B|O|S adds Judith Gordon as an estate planning advisor.
March 28, 2016
How to Manage Flood of Data With DashboardsFor financial advisory firms, the bottom line may be dollars and cents, but experienced industry professionals understand that the most valuable currency is information.
March 21, 2016
15 Most Overlooked Tax DeductionsKiplinger has rounded up several strategies you may have missed that could lessen your clients final tax bills.