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
Why a Roth Conversion Is a Powerful Estate Planning Tool
By Robert Bloink | William H. ByrnesUnder the Secure Act, Roth IRAs allow beneficiaries to enjoy 10 years of tax-free account growth.
August 28, 2023
How Do Annuity Death Benefits Work?What happens to annuity payments after the contract holder dies can vary. Here's what to know.
August 24, 2023
Wells Fargo Faces John Hancock Suit Over Life Insurance IssueWhat happens when the owner of an insurance policy uses it as loan collateral and sells it through a life settlement?
August 22, 2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell AssetsBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.
August 17, 2023
California Closes State-Tax Loophole for Some TrustsClients who have established non-grantor trusts in tax-friendly states should be aware of this new law.
August 16, 2023
8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and ProbateAdvisors who can help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.
August 15, 2023
Ex-Vanguard CEO Joins VC Firm as AdvisorWilliam McNabb already serves on the boards of Venrock portfolio companies Altruist and Vanilla; he also has invested in both firms.
August 08, 2023
What Happens to 401(k)s, IRAs When Older Clients Get DivorcedRenee Hanson, CDFA, explains how retirement assets are divided and how to make the process less painful.