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
Massachusetts Doubles Estate Tax Exemption
By Melanie WaddellYet the state is still "one of the most expensive places to die," Ed Slott says.
October 13, 2023
Best & Worst Annuity and Life Insurance Providers: J.D. Power, 2023Satisfaction is rising as more clients start using life insurance and annuities for financial planning.
October 03, 2023
7 Trends in Year-End Planning for Wealthy ClientsMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.
September 28, 2023
Schwab Launches Online Inheritance HubThe center aims to help investors handle paperwork digitally and gives them access to dedicated estate professionals.
September 28, 2023
Senate Republican Calls for Tightening Net Investment Income Tax RulesRick Scott used the issue to take a swipe at the Biden family's income taxes.
September 26, 2023
The Seven Deadly Sins of Year-End Financial PlanningThese lapses could tempt your client to forsake you for another advisor.
September 18, 2023
This Insurance Policy Works Like a '2-Way Roth IRA,' UHNW Advisor SaysPrivate placement life insurance can be valuable for wealthy clients, but misunderstandings abound, says Cresset's Aiden Elliott.
September 18, 2023
Warn Wealthy Clients Against Flimsy Asset Lists in Estate PlansApril Rosenberry, a veteran estate planner, sees making a list of what the client owns as just a start.