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
4 Tax-Efficient Ways to Pay for College, Pt. 2: 529 Plans and Trusts
By Adrienne Penta, Michelle J. HongThe pros and cons of paying for a child's college expenses using 529 college savings plans and the less-widely-used but nevertheless often beneficial irrevocable trusts.
March 01, 2016
How Advisors Can Stop Losing Clients’ Heirs as ClientsWith the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients inheritors is an increasingly valuable advisory skill.
February 16, 2016
Combine ILITs with IRA trusts to maximize inherited IRA benefitsCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 16, 2016
Combine ILITs with IRA trusts to maximize inherited IRA benefitsCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 16, 2016
Republicans shift attacks from Obama to each other over ScaliaCruz is running an ad questioning the kind of justice Trump might pick.
February 11, 2016
Combine ILITs With IRA Trusts to Maximize Inherited IRA BenefitsEstate planning for IRA assets can be complicated. An irrevocable life insurance trust with an IRA trust can provide a solution.
February 04, 2016
How to Boost IRA Rollovers as DOL Fiduciary Rule Looms and Competition GrowsIf advisors want to attract more rollover assets, they need to offer more than just money management and asset allocation models, says Janus' Matt Sommer.
February 03, 2016
Changes to estate planning laws in 2016: what to expectThe most significant regulatory changes limit the tax advantages for spin-off transactions involving a REIT.