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
Crypto Gifts Surge at Fidelity's Philanthropic Powerhouse
By Ben Steverman and Sophie AlexanderFidelity Charitable received $331 million in digital assets last year through its donor-advised funds, or DAFs.
February 10, 2022
10 Things to Know About Spousal Lifetime Access TrustsThis investment vehicle can help you leave a legacy for your spouse and children and avoid gift tax.
February 09, 2022
Advisors Need New Estate and Trust Planning Tools as Demand Surges: SurveyOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 08, 2022
Can a Reverse Mortgage Crash-Proof Your Client's Retirement?A new study shows they can greatly reduce income volatility, reverse mortgage specialist Phil Walker tells ThinkAdvisor.
February 03, 2022
12 Things Not to Say to Widows or WidowersThese comments are well-meaning but can be counterproductive for a grieving spouse.
February 02, 2022
This Top-Ranked Advisor Has Never Been Fired by a Widowed ClientThe fastest way to alienate widows is to rush into portfolio discussions, Spuds Powell, ranked No. 1 by Barron's and Forbes, tells ThinkAdvisor.
February 01, 2022
10 Things Advisors Should Know About Grantor TrustsGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
February 01, 2022
Creative Planning Buys Tax-Focused RIA in St. Louis MarketThe firm says it will hire more attorneys and CPAs in the region to create a tax and estate planning hub.