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
6 Top Tips for Selling Taxable Assets: Christine Benz
By John ManganaroIt's important to make tax-efficient decisions when selling assets to fund spending, she tells ThinkAdvisor.
September 29, 2022
Irrevocable Life Insurance Trusts in Estate Planning: Common PitfallsAn ILIT wants to help you keep clients out of the traps.
September 27, 2022
15 Services a Good Advisor Brings to the TableYour prospects might be reluctant to pay your fees. Do they know all you can do for them?
September 27, 2022
Accelerated Underwriting and COVID-19: Life Insurance Lessons LearnedThe pandemic has been a stern teacher.
September 23, 2022
Managing Tax-Efficient Withdrawal Strategies for RetirementAdvisors must consider the interaction of their clients' retirement income sufficiency, income taxes and potential estate taxes.
September 21, 2022
Ultra-Wealthy Clients Are Sitting on Cash, Ready to InvestActivity has picked up lately as they've pounced on "market dislocations," John Mathews, UBS' private wealth head, tells ThinkAdvisor.
September 21, 2022
Senate Finance Chair Broadens Inquiry Into Private Placement Life InsuranceThe mailing list now includes Prudential, Zurich and the ACLI.
September 12, 2022
10 Top Ways to Use Life Insurance in Charitable GivingThe author sees plenty of untapped potential in a huge, little-noticed asset class.