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
Preparing for Disaster: Legal and Financial Planning for Clients Who Go Missing
By Allison BellHurricane Ian highlighted the problems facing families affected by delayed death reports.
October 20, 2022
Private Placement Life Insurance Will Get Through This: Michael MalloyA PPLI specialist looks at the scrutiny the arrangements are getting in Washington.
October 19, 2022
12 Estate and Retirement Planning Questions for Blended FamiliesRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 13, 2022
Athletes May Live a Very Long Time in Retirement: Idea FileRonnie Kaymore has clients who sign giant contracts, and face big career risks.
October 12, 2022
10 Estate Planning Strategies to Rethink After the Secure ActNearly three years in, parts of this mammoth retirement law still haven't been finalized.
October 12, 2022
3 Strategies to Ensure You Don't Get Lost in the Great Wealth TransferHow can you best plan for your clients' eventual passing without seeing their assets walk out the door?
October 11, 2022
Two-Thirds of Americans Don't Have an Estate Plan: SurveyA similar number lack a health care power of attorney, according to D.A. Davidson & Co.
October 11, 2022
Inside the Minds of Younger HNW InvestorsYounger and older investors have starkly different views on the best way to build wealth in the future.