Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
6 New IRS Guidelines Advisors Should Know
By Melanie WaddellDigital assets, RMDs, and HSAs are just a few of the topics addressed so far in 2023.
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
June 09, 2023
3 Tax-Smart Strategies to Help Clients Plan for CollegeHigher education is a significant investment for many families, but advisors can make it less daunting.
April 03, 2023
Watch Out When Using This Type of Trust: IRSThis kind of annuity trust can be misused by promoters, advisors and taxpayers trying to eliminate ordinary income and capital gains.
March 21, 2023
Sens. Warren, Sanders Urge Crackdown on TrustsUltra-wealthy investors' "wealth managers are bragging" about the effectiveness of their "tax dodging tricks," the senators write.
March 17, 2023
Do All of Your Clients Have an Estate Plan? They Probably Should.Starting the process early yields the best results, attorney Holly Geerdes tells ThinkAdvisor.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.