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
Warn Clients They Can Lose the Ability to Buy Life Insurance
By Allison BellHowever, USAA Life's president recommends compassion for late applicants.
July 24, 2023
6 New IRS Guidelines Advisors Should KnowDigital assets, RMDs, and HSAs are just a few of the topics addressed so far in 2023.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 19, 2023
Americans Feel Unprepared to Inherit Money: SurveyRespondents to a New York Life survey also said they had an average $135,000 saved for retirement.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.
July 07, 2023
California Replaces a Trust Investment LawThe update could make managing the assets in clients' trusts more flexible.
July 05, 2023
Fresh Financial Data May Reveal Unnecessary Life InsuranceSummer can be a good time to look for policy sale opportunities.
July 05, 2023
How an Ex-Goldman Advisor Serves Wealthy Clients in High-Stakes TransitionsOwners of closely held businesses face tremendous challenges when it's time to liquidate their wealth, Gary Hirschberg says.