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
Why So Many Wealthy Families Lose It All in 3 Generations, and How to Stop It
By Jane Wollman RusoffCoach and ex-psychologist Courtney Pullen tells ThinkAdvisor how he prevents wealthy families from going "shirtsleeves to shirtsleeves" in three generations.
July 25, 2016
Why consumers’ attitudes toward life insurance are changingClients are taking more of a long-term view with their life insurance, and here's the result.
July 25, 2016
Why consumers’ attitudes toward life insurance are changingClients are taking more of a long-term view with their life insurance, and here's the result.
July 21, 2016
TD Ameritrade Awards Scholarships, Partners With XY PlanningTD Ameritrade Institutional and XY Planning Network are joining forces to foster the growth of fee-only planners that serve young people.
July 18, 2016
Earning Your Clients' Trust: Simple but Not ImmediateCaring for your clients can build trust over time, but you can build your business by being trustworthy.
July 12, 2016
Top 10 Tax, Estate Planning Issues for Same-Sex CouplesToday, there are opportunities and protections within reach for same-sex couples that were unavailable during most of American history, says lawyer John McManus.
July 11, 2016
Top Negotiator Offers Tips for Dealing With ClientsSuccess as an advisor is largely a matter of learning to negotiate, Working with Difficult People author Raphael Lapin tells ThinkAdvisor.
July 06, 2016
Quiet Trusts Need Not Be Silent: The Delayed Notification OptionThe option to delay notification to beneficiaries offers unique advantages, but clients should clearly understand the drawbacks of keeping a trust quiet.