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
Don’t let clients take their passwords to the grave
By Jane Wollman RusoffDigital estate planning expert Jamie Hopkins explains how advisors can benefit from helping clients safeguard digital assets.
October 27, 2014
Build a better financial future with these 4 tipsNearly half of all Americans don't even have a legal will. That's no way to provide for your loved ones.
October 24, 2014
3 reasons LTC planning is critical to estate planningMake sure your friends in the wealth protection and wealth transfer market see this article.
October 24, 2014
3 reasons LTC planning is critical to estate planningMake sure your friends in the wealth protection and wealth transfer market see this article.
October 23, 2014
Top 25 U.S. charitiesFour of the top 10 are donor-advised funds, including those of Fidelity, Schwab and Vanguard.
October 23, 2014
Top 25 U.S. charitiesFour of the top 10 are donor-advised funds, including those of Fidelity, Schwab and Vanguard.
October 22, 2014
Don’t Let Clients Take Their Passwords to the GraveDigital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
October 21, 2014
Building the Modern-Day Stretch IRA: Proceed With CautionThe Supreme Courts recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.