Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Supreme Court Rules on Medicaid Benefits Lien Case
By Allison BellOne question is whether the logic used could affect Medicaid nursing home benefits lien cases.
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.
March 16, 2022
How to Craft 'Super Roths' for Wealthy ClientsThere's an attractive niche for advisors who use sophisticated life insurance strategies to manage wealth across generations.
March 14, 2022
Ed Slott: New IRS Secure Act Regs Are an RMD 'Nightmare'"I really don't know how advisors will be able to explain this all to clients," Slott told ThinkAdvisor.