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
Planners' Life Tools Face Sales Blahs
By Allison BellOne type of cash-value policy performed better than the others.
May 22, 2023
Act Now to Avoid Estate Planning Logjam in 2025Estate planners could be in extremely short supply in the years ahead, just when they're needed most.
May 19, 2023
Carson Group Taps Trust & Will Capabilities for AdvisorsCarson advisors can now create ready-to-execute estate planning documents in every state.
May 17, 2023
What Owning Multiple Homes Really Means for Wealthy ClientsA personalized approach is essential to help clients realize their goals for multiple home ownership.
May 17, 2023
10 Tax-Smart Charitable Strategies for Your High-Net-Worth ClientsA comprehensive charitable strategy can involve IRA inheritance planning, stock gifting and RMDs.
May 13, 2023
Should I Advise a Client to Sell a Policy at a Loss?The answer depends on what "a loss" means.
May 11, 2023
What Wealthy Families Need From AdvisorsChloe Wohlforth tells ThinkAdvisor why transferring wealth is so tricky and why demand for female advisors will rise.
May 03, 2023
New Study Shows Ties Between Personality, Estate PlanningNew research finds certain personality traits are connected with legacy planning preferences and overall financial health.