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
Clients With Universal Life Need Performance Updates: Elan Moas
By Allison BellThe agent predicts that most of the policies will lapse sooner than owners think.
March 27, 2024
RIA Integrated Partners Helps Accounting Firm Launch Wealth UnitThe new partnership is a direct response to the growing complexity facing advisors and clients alike.
March 21, 2024
What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'The Getting Rid of Abusive Trusts Act is intended to make these trusts less attractive for tax avoidance.
March 20, 2024
Here Are the State Tax Bills for Wealthy Clients to Watch in 2024Surtaxes on the rich are stuck in committee. Estate planning law updates and cryptocurrency measures are moving.
March 15, 2024
How Advisors Can Make a Difference for Aging ClientsFinancial professionals need to navigate end-of-life discussions to provide support as conditions change.
March 14, 2024
Orion Launches New Tech Tools for Estate Planning, Client Goal-SettingThe firm has unveiled a number of new tools and initiatives at its annual Ascent conference in San Diego.
March 14, 2024
12 Biggest U.S. Life, Health and Retirement Tax Breaks: 2024This is where lawmakers look when they're hungry for revenue.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.