Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Taxpayer-Friendly Trust Laws Are Florida's Latest Attraction
By Robert Bloink | William H. ByrnesUnder the new Uniform Directed Trust Act and Community Property Trust Act, Florida is even more hospitable to directed trusts or community property trusts.
July 28, 2021
Ed Slott: This Big Mistake Sets Up Clients for Inherited IRA ProblemsIn a speech to the American Institute of CPAs, the tax expert outlined the nuances of inherited IRAs, especially after the Secure Act.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 08, 2021
Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech RoundupAlso, Sterling Trustees joins the Envestnet Trust Services Exchange to provide trust administration services to RIAs and BDs.
June 17, 2021
Hightower Nears Launch of National Trust CompanyThe RIA tapped Tanya D. Simpson, former managing director of Charles Schwab Trust Co., to lead the business.
June 08, 2021
Which Kind of Trust Is Right for Your Client? 9 Questions to AskYour clients' reason for establishing a trust is the key to helping them choose the best option.
April 21, 2021
8 Trusts That Can Help Reduce Estate TaxesIf proposals from President Biden and Sen. Bernie Sanders come to pass, demand for these trusts could rise dramatically.
December 16, 2020
6 Economic Predictions for 2021: Northern TrustChief Investment Officer Bob Browne explains his take on the U.S. economy and political scene and how markets will respond.