Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell Assets
By Allison BellBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.
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.