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
8 Reasons Not to Buy an Annuity
By Roger WohlnerA guaranteed stream of lifetime income sounds good, but it might not be the best option for every client.
June 20, 2023
Tax Breaks Now, Charitable Gifts Later: What to Know About Donor-Advised FundsSchwab Charitable's Fred Kaynor talks about why donor-advised funds are popular with donors and financial advisors.
June 14, 2023
8 Keys to Meeting the Needs of Ultra-Wealthy ClientsFor starters, be prepared for a deep dive into tax and estate planning.
June 09, 2023
3 Tax-Smart Strategies to Help Clients Plan for CollegeHigher education is a significant investment for many families, but advisors can make it less daunting.
June 08, 2023
3 Client Beliefs That Can Trip Up AdvisorsThese common cultural beliefs can be stumbling blocks in conversations with clients and prospects.
June 05, 2023
IRS Makes Annuity Mortality Table Update, With a SmileThe agency will allow flexibility on timing, and decimal places.
June 02, 2023
What the Wealthiest Families Worry About the Most May Surprise YouThere is always concern about minimizing taxes and earning solid returns, but a more nuanced issue stands out.
June 01, 2023
Planners' Life Tools Face Sales BlahsOne type of cash-value policy performed better than the others.