Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
10 Things to Know About Spousal Lifetime Access Trusts
By Tom NawrockiThis investment vehicle can help you leave a legacy for your spouse and children and avoid gift tax.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 13, 2022
New IRS Life Expectancy Tables Mean Lower RMDs in 2022"Some advisors may have forgotten that such a change was even possible," Natalie Choate writes at Morningstar.
January 04, 2022
Hightower Buys $1.7B TC Wealth PartnersThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
November 23, 2021
How Trustees Can Protect Themselves Against Beneficiary ClaimsCheck the document fine print and get liability insurance as any lawsuit would hit trustee personally.
November 02, 2021
How to Survive the Last-Minute Tax RushPotential changes in tax laws mean clients might hurry to make changes before end of the year. Be ready.
October 25, 2021
Improving Your Brand Could Help in Washington: Finseca CEOOne possible beneficiary: Efforts to keep the federal government from taxing life insurance.