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
Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor Upgrades
By James J. GreenSince wirehouses want to look like you, head of Schwab custody unit urges advisors to evolve to meet client needs.
October 18, 2016
‘Huge’ Wealth Transfer in Sight: UBS, PwC ReportIn the U.S. alone, about $1.1 trillion will transfer to the next generation over a period of 20 years, the report estimates.
October 15, 2016
Charitable giving with life insurance: 4 fall planning ideasWith asset values rising for some clients, charitable planning may be back as an attractive opportunity in 2016.
October 15, 2016
Charitable giving with life insurance: 4 fall planning ideasWith asset values rising for some clients, charitable planning may be back as an attractive opportunity in 2016.
October 11, 2016
New IRS QTIP Rules Increase Estate Tax Portability BenefitsNewly released guidance allows a powerful planning strategy that can be used by wealthy clients to maximize a deceased spouses federal estate tax exemption.
October 04, 2016
How to target millennials with life insurance marketingWhen done well, working with younger generations of clients can be a win-win for everyone.
October 04, 2016
How to target millennials with life insurance marketingWhen done well, working with younger generations of clients can be a win-win for everyone.
September 27, 2016
Community Property: When Federal-State IRA Rules CollideSorting out the state community property rules and IRS rules on beneficiary designations in retirement accounts.