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
5 Clients Are Better Than 500, Says One Advisor
By Gil WeinreichPerfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.
March 19, 2015
3 ways to make a difference with your moneyMost people wonder whether theyve done enough if theyve made a positive impact, particularly as they plan for their retirement.
March 19, 2015
3 ways to make a difference with your moneyMost people wonder whether theyve done enough if theyve made a positive impact, particularly as they plan for their retirement.
March 19, 2015
LPL Financial Promotes Compliance Chief to Managing DirectorSharyn Handlesman has been with the indie BD, which had regulatory charges of $36 million last year, since 2010.
March 19, 2015
These are the 10 most tax-friendly states for retireesIf your clients are looking to maximize the value of accumulated retirement savings, these are the states they'll want to consider.
March 19, 2015
These are the 10 most tax-friendly states for retireesIf your clients are looking to maximize the value of accumulated retirement savings, these are the states they'll want to consider.
March 19, 2015
New Hire Roundup: Wilmington Trust Adds Managers, NJ OfficeMeanwhile, U.S. Bank's Private Client Reserve added a trust relationship manager and a wealth management advisor in Los Angeles.
March 17, 2015
2 ways to help protect non-U.S. spouses from estate tax liabilityThe U.S. government wants its estate taxes upfront from non-U.S. citizens.