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
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and Trusts
By Mike PattonAn advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
November 05, 2014
Enhancing Creditor Protection of IRA FundsDespite a recent Supreme Court ruling to the contrary, inherited IRAs may be vulnerable to bankruptcy creditors. Here's a strategy for stronger protection.
November 03, 2014
In Search of the Best Financial Planning Software: MoneyGuideProIs MoneyGuidePro the right financial planning software for you? It's got many impressive features, for sure, but also a few drawbacks.
November 03, 2014
What you need to know about wills, pt. I: The checklistIf you're a financial planner, you need to know how to review a client's will to make sure their wishes are met.
November 03, 2014
How to protect inherited IRAsNon-spousal beneficiaries cannot rollover an inherited IRA and may prefer to inherit an IRA via a trust for their benefit when asset protection is a concern.
October 30, 2014
Conventional wisdom about irrevocable trusts needs to changeIrrevocable can still be flexible. What are the best provisions to include in an irrevocable trust?
October 30, 2014
Conventional wisdom about irrevocable trusts needs to changeIrrevocable can still be flexible. What are the best provisions to include in an irrevocable trust?
October 29, 2014
Under the Hood: What You Need to Know About Wills, Pt. I: The ChecklistFinancial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.