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
Best & Worst Annuity and Life Insurance Providers: J.D. Power, 2023
By Michael S. FischerSatisfaction is rising as more clients start using life insurance and annuities for financial planning.
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.
September 18, 2023
Protect Aging Clients Against Undue InfluenceThe perpetrators of this form of financial elder abuse could be the clients' own children.
September 13, 2023
Tifin Gives Small Firms Free Access to Investing Platform Through FPAFPA members with less than $100 million in AUM can use Tifin's investing and planning tools at no charge.
September 07, 2023
Wealth.com Launches Advisory Council, Moves to Expand AI-Assisted Estate PlanningCouncil members include Anna N'Jie-Konte, Dasarte Yarnway and Samantha Russell.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.