Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
6 Ways to Talk About Estate Planning Over the Holidays
By Diana CabricesRecognizing that the topic can be emotionally charged, advisors should keep the conversation heading in a positive direction.
July 24, 2024
New RMD Regs Back Annuity-Based Stretch IRAs, Advisor SaysThe tax code shows that SPIAs can offset the loss of the old school stretch IRA, Gary Mettler contends.
July 19, 2024
New Final IRS Regs Affect Where Annuities Fit in RMDsThe regulations also affect how the Secure 2.0 income annuity provisions work.
July 12, 2024
Wealthspire Launches Trust Company to Support Wealthy ClientsThe independent RIA will staff the unit with advisors who specialize in estate planning, wealth transfer and taxation.
July 09, 2024
Couple Sues Schwab and Hightower, Saying Fraudsters Looted Their AccountsThieves turned off electronic account notifications and stole nearly $1 million through small transactions, the suit says.
July 08, 2024
Genworth Sues Trustee Over Life Insurance Claim DelaysThe insurer wants to avoid having to pay 6% interest on the death benefits for more than 60 days.
June 17, 2024
Principal Ordered to Pay $7.3M to Medical Research FoundationThe foundation says the company let an advisor recommend unsuitable life and annuity products.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.