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
10 Steps Advisors Should Take to Protect Their Clients' Portfolios Now
By Jeff BermanBuckingham's Jeffrey Levine, Larry Swedroe and Kevin Grogan address the planning implications of a recession and inflation.
July 15, 2022
Schwab Files Complaint in Fight Over Inherited IRAAn inherited Roth IRA is at the center of a dispute after a client requested a beneficiary change days before dying.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
June 28, 2022
COVID-19 Reminded Business Owners About Exit Planning: Steve ParrishA top planner looks at how helping a client sell a firm and retire on its value works today.
June 28, 2022
5 Ways Life Insurance Can Boost Clients' Retirement PlansIt's a Secure Act-friendly estate planning tool. But that's not all, David Blanchett, Michael Finke and Dennis Martin say.
June 21, 2022
Ed Slott: Secure Act 2.0 Must Fix the 10-Year RuleClarifying the RMD rules would "help more people than everything else combined" in the Secure 2.0 bills, he says.
June 21, 2022
The Secure Act Changed Inherited IRA Rules. What's an Advisor to Do?IRAs may be one of your clients' largest stores of wealth. Here's what to consider for retirement and estate planning.