Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Quiz: Can You Name That Trust?
By John ManganaroStep right up and put your knowledge of estate planning to the test.
December 21, 2022
Will Your Client's Medicaid Trust Survive the Move to Florida?Strategies for preserving the family home must comply with state-specific laws if the client plans to move.
December 07, 2022
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?There are steps clients can take to reduce their taxable estate or take advantage of the current limits.
November 16, 2022
9 Reasons This Popular Trust Isn't Just for the Super-WealthySpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.
November 16, 2022
Does Your Client Need a Trust?Trusts can offer a level of flexibility that wills cannot, but is one right for your client?
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.