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
What every married couple needs to know about estate planning
By Mary Merrell BaileyHere's the seven-point checklist your clients need to make sure their financial ducks are in a row.
June 19, 2015
5 Ways to Cement Relationships With Client CouplesWhen only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
June 17, 2015
What’s the point of updating your client’s estate plan?Estate planning has less to do with taxes and more to do with making sure your clients wishes are known and honored.
June 17, 2015
What’s the point of updating your client’s estate plan?Estate planning has less to do with taxes and more to do with making sure your clients wishes are known and honored.
June 02, 2015
Funeral planning for estate planners: 5 items to considerFuneral planning can make for a difficult conversation, but it's an important one to have with clients.
June 02, 2015
Funeral planning for estate planners: 5 items to considerFuneral planning can make for a difficult conversation, but it's an important one to have with clients.
May 28, 2015
60% of Financial Sector Has Government Backing: Richmond FedThe Federal Reserve Bank of Richmonds bailout barometer says the government's safety net reaches $26 trillion far beyond U.S. GDP.
May 26, 2015
Billionaires: Where They Are, What They WantTwo-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.