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
Supreme Court Rules Against Estate in Business Buy-Sell Case
By Allison BellA stock redemption agreement didn't offset the value of the life insurance used the arrangement, the justices found.
May 29, 2024
How to Give Clients What They Really WantAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.
May 28, 2024
How Millennials and Gen Z Plan to Use InheritancesNearly 8 in 10 respondents to a Blueprint survey said they planned to save or invest the money.
May 17, 2024
Financial Planning in the First Year of WidowhoodWhile it's important not to rush things, you can help your client's peace of mind.
May 16, 2024
Most Americans Lack Confidence in Managing Inheritance Alone: SurveySixty-one percent of respondents said they would use a financial advisor if they received a large sum.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 09, 2024
IRS Drafts Gift and Trust Reporting ChangesThe proposal could lead to big changes for clients who get cash from overseas.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.