Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?
By Roger WohlnerThere are steps clients can take to reduce their taxable estate or take advantage of the current limits.
November 15, 2022
Delaying Taxes in Retirement Isn't Always Best, Award-Winning Paper ShowsA new paper examines how bucking the conventional wisdom on withdrawals can make retirement portfolios last longer.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.
November 04, 2022
What CPAs Want Advisors to Know About Tax MitigationThe time is right for advisory professionals to find better ways to collaborate with their clients' CPAs.
October 26, 2022
8 Estate Planning Steps for Newly Single ClientsA discussion with your newly single client about what they want will make for a smoother process later.
October 24, 2022
Preparing for Disaster: Legal and Financial Planning for Clients Who Go MissingHurricane Ian highlighted the problems facing families affected by delayed death reports.
October 13, 2022
Athletes May Live a Very Long Time in Retirement: Idea FileRonnie Kaymore has clients who sign giant contracts, and face big career risks.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.