Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
8 Estate Planning Steps for Newly Single Clients
By Roger WohlnerA discussion with your newly single client about what they want will make for a smoother process later.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.
September 12, 2022
10 Top Ways to Use Life Insurance in Charitable GivingThe author sees plenty of untapped potential in a huge, little-noticed asset class.
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.