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
Alternatives for Firms With Private-Label DAFs
By Ken NoparMany firms and advisors realize their private-label DAF may not be ideal for all clients.
April 21, 2022
How HNW Millennials and Gen Zers View Their WealthYounger generations have different opinions on how wealth should be saved, spent and given away.
April 19, 2022
Ed Slott: IRS Secure Act Regs Are 'Final Nail in the Coffin' for IRAs in Estate Plans"RIP IRAs as a long-term planning vehicle," Slott tells ThinkAdvisor.
April 19, 2022
10 Financial Planning Steps to Take Within 10 Years of RetirementFollowing these steps will help ensure your client can retire successfully and on time.
April 18, 2022
Backdoor Roth IRA Conversions: Beware the Pro Rata RuleMisunderstanding this rule is one of the biggest dangers clients face with backdoor Roths.
April 14, 2022
What Hopkins, Levine & Treichel Think of Retirement Changes in Secure Act 2.0Clients will ask about Secure 2.0, so advisors should "be prepared," one expert said in this webcast.
April 08, 2022
6 Tax Bills in Congress NowBills in play include estate tax changes and a rebate for money spent on gas.
April 06, 2022
Jeffrey Levine: 10 Ways IRS' Secure Act Regs Affect Planning, RMDsThe CPA breaks down the proposed regulations, including some provisions that surprised retirement and estate planners.