Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning Tale
By Robert Bloink | William H. ByrnesClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 07, 2024
What the New FDIC Limits on Trusts Mean for AdvisorsA new rule caps what the FDIC will insure in a trust account.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
March 21, 2024
What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'The Getting Rid of Abusive Trusts Act is intended to make these trusts less attractive for tax avoidance.
March 13, 2024
Vanilla Rolls Out Estate Plan VisualizerThe tool, Scenarios, enables advisors to visualize potential federal and state estate tax mitigation strategies in real time.
March 01, 2024
4 Ways to Help Trust Beneficiaries Feel TrustedTrust fund guardrails can, over time, lead to unintended predicaments for inheritors and their families.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
December 18, 2023
Irrevocable Trusts: More Revocable Than You Might ThinkAn increasing number of wealthy families are looking to amend these trusts, Scott Small says.