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
11 Year-End Planning Priorities to Discuss With Your Clients
By Roger WohlnerFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
October 04, 2022
What the Portability Tax Change Means for HNW ClientsIf used properly, the estate and gift tax exemption can provide flexibility and simplicity for both advisors and their wealthy clients.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.
September 28, 2022
How 5 Advisors Helped Clients Resolve Family Conflicts Over Money: Advisors' AdviceFor advisors working with wealthy families, investment management is often the easy part.
September 27, 2022
Accelerated Underwriting and COVID-19: Life Insurance Lessons LearnedThe pandemic has been a stern teacher.
September 27, 2022
15 Services a Good Advisor Brings to the TableYour prospects might be reluctant to pay your fees. Do they know all you can do for them?
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 21, 2022
Ultra-Wealthy Clients Are Sitting on Cash, Ready to InvestActivity has picked up lately as they've pounced on "market dislocations," John Mathews, UBS' private wealth head, tells ThinkAdvisor.