Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Athletes May Live a Very Long Time in Retirement: Idea File
By Allison BellRonnie Kaymore has clients who sign giant contracts, and face big career risks.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
June 07, 2022
Supreme Court Rules on Medicaid Benefits Lien CaseOne question is whether the logic used could affect Medicaid nursing home benefits lien cases.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
April 22, 2022
Here's How the IRS Can Monitor Clients' Offshore Life, Annuity ArrangementsThe GAO now has a list of tax forms and other data sources to help government agencies track the use of offshore life insurance arrangements.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
March 30, 2022
Generation-Skipping Transfer Exemption Could Lose SuperpowersThe Biden administration wants to limit how long it can shield assets from taxes.