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
4 Ways Inflation Can Help Clients Cut Taxes in 2023
By Ed SlottThe cost-of-living increases for tax brackets and other tax benefits are the largest in history. Take advantage now.
December 06, 2022
Stephan Leimberg, Estate Planning Expert, Dies at 79Leimberg was a longtime fixture in the financial planning and estate planning communities and shaped their evolution.
November 22, 2022
Your Clients Need an Estate PlanA big estate tax change is coming in five years, and "procrastination is the enemy of estate planning," says D.A. Davidson's Andrew Crowell.
November 22, 2022
Family Offices Go Digital With Pershing-Arta DealBNY Mellon | Pershing CEO Jim Crowley and Arta CEO Caesar Sengupta explain how the new platform could impact advisors and wealthy clients.
November 16, 2022
9 Reasons This Popular Trust Isn't Just for the Super-WealthySpousal lifetime access trusts have estate and retirement planning benefits even for clients below the estate tax threshold.
November 16, 2022
Does Your Client Need a Trust?Trusts can offer a level of flexibility that wills cannot, but is one right for your client?
November 15, 2022
Delaying Taxes in Retirement Isn't Always Best, Award-Winning Paper ShowsA new paper examines how bucking the conventional wisdom on withdrawals can make retirement portfolios last longer.
November 09, 2022
Frailty Risk: The Retirement Reality Your Clients Don't Want to Talk AboutNobody wants to consider their own mortality, but it's critical for the advisor to delicately but firmly bring these issues to the fore.