Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
10 Top Ways to Use Life Insurance in Charitable Giving
By David B. SimonThe author sees plenty of untapped potential in a huge, little-noticed asset class.
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.
March 20, 2022
How to Manage Finances, Romance After 50A growing number of older Americans are finding that love is like a business partnership as soon as you live together.
March 16, 2022
3 Stretch IRA Alternatives After IRS' Secure Act SurpriseTax-efficient estate planning strategies exist, but each has its own rules.