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
From Pets to Polyamory, 12 Unique Estate Planning Questions
By Emily HolbrookToday's advisors also need to be well informed on other topics — like digital assets and frozen embryos — to best serve clients.
November 01, 2022
How One Small Firm Uses Tech to Tackle Tax PlanningJames Hargrave explains to ThinkAdvisor how his firm, with about 10 people, punches above its weight — with a little help.
October 31, 2022
How Do You Survive THIS? A Top NFP Agency Builder Explains.Howard Sharfman says success in wealth management starts with working on your grit. Every day.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
October 26, 2022
8 Estate Planning Steps for Newly Single ClientsA discussion with your newly single client about what they want will make for a smoother process later.
October 24, 2022
Preparing for Disaster: Legal and Financial Planning for Clients Who Go MissingHurricane Ian highlighted the problems facing families affected by delayed death reports.
October 24, 2022
4 Questions Your Prospects Want You to AskWant to stand out from the advisor crowd? Ask the questions that matter most.
October 20, 2022
7 Reasons Investors Avoid Wealth Transfer PlanningDespite good intentions, many investors have failed to take basic steps when it comes to inheritance planning.