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 Ways Tax Planning Can Grow Your Firm
By Jeff BermanTax planning can help advisors increase referrals, organic growth and AUM, Angie Herbers says.
October 05, 2022
6 Top Tips for Selling Taxable Assets: Christine BenzIt's important to make tax-efficient decisions when selling assets to fund spending, she tells ThinkAdvisor.
October 05, 2022
5 Things Advisors Get Wrong About Childfree ClientsFinancial advisors often unintentionally offend these clients, says Childfree Wealth founder Jay Zigmont.
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?