Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
How to Claim Social Security, Pay Taxes When Retiring Overseas
By Jane Wollman RusoffRussia's invasion of Ukraine need not foil your client's plan to retire abroad, Kathleen Peddicord tells ThinkAdvisor.
February 10, 2022
Slott, Pfau: When and How to Use Annuities, Life Insurance in Client PlansEd Slott discusses using life insurance to reduce RMDs; Wade Pfau talks about annuities for asset accumulation.
February 10, 2022
10 Things to Know About Spousal Lifetime Access TrustsThis investment vehicle can help you leave a legacy for your spouse and children and avoid gift tax.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 01, 2022
10 Things Advisors Should Know About Grantor TrustsGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 13, 2022
New IRS Life Expectancy Tables Mean Lower RMDs in 2022"Some advisors may have forgotten that such a change was even possible," Natalie Choate writes at Morningstar.
January 04, 2022
Hightower Buys $1.7B TC Wealth PartnersThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.