Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
New RMD Regs Back Annuity-Based Stretch IRAs, Advisor Says
By Allison BellThe tax code shows that SPIAs can offset the loss of the old school stretch IRA, Gary Mettler contends.
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.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 08, 2024
Speed Up Life SettlementsAn industry player calls for the sector to improve operations.
May 07, 2024
Trustee Says Schwab Is Hoarding His Father's Money: LawsuitThe trustee accuses Schwab of fraud and other violations for refusing to liquidate the account.