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
Managing Tax-Efficient Withdrawal Strategies for Retirement
By Ed McCarthyAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 12, 2022
10 Top Ways to Use Life Insurance in Charitable GivingThe author sees plenty of untapped potential in a huge, little-noticed asset class.
September 08, 2022
How Advisors Can Help Clients With a Terminal IllnessProper planning done compassionately can save these clients a lot of angst, advisor and physician Carolyn McClanahan says.
September 06, 2022
5 Steps for Advisors to Get Started With Charitable PlanningSome advisors have not engaged their clients, or would like to become more active. Here's how to start.
September 01, 2022
Should This Client Claim Social Security Before 70?Some advisors do the math and say it's better to wait. But there's more to consider than math.
August 30, 2022
5 Reasons Affluent Clients Might Need Long-Term Care InsurancePaying for care with their own assets could have steep tax and estate planning consequences.
August 30, 2022
What to Do When Your Soon-to-Retire Client Needs to Save More: Advisors' AdviceWe asked advisors how they help clients 5 to 10 years from retirement play catch-up on savings.
August 22, 2022
Black and Hispanic Investors Want an Active Role in Portfolio Building: J.P. MorganIn a new survey, they were more likely than white investors to say this.