Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
How to Destroy Trust, the Very Most Important Thing in the Whole Wide World
By Angie HerbersHere's what I learned from an employee and a friend: Correcting their word usage can shred the fabric of trust in a relationship.
October 08, 2015
USAA Debuts Online Financial Planning Tool for Military Members, Veterans and Their FamiliesThe Financial Readiness Score comes on line just weeks before new pension plan options for veterans are expected to take effect.
October 02, 2015
Top Portfolio Products: Schwab Adds Commission-Free ETFsThere are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
September 25, 2015
Now Is the Time for Charitable Lead TrustsFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
September 24, 2015
LPL-Affiliated RIA Merges With Bank-Focused Wealth GroupThe deal gives some 500 IFP advisors acccess to a large number of bank clients and accounts, the two firms say.
September 16, 2015
How Inheritances Influence Retirement PreparednessAt the population level, bequests don't make much of a dent in retirement insecurity, the Center for Retirement Research found.
September 10, 2015
Trust planning for the middle market: 5 issues to considerTrusts are not used only to impose restrictions on beneficiaries, but also to reward certain behaviors.
September 10, 2015
Trust planning for the middle market: 5 issues to considerTrusts are not used only to impose restrictions on beneficiaries, but also to reward certain behaviors.