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
Tax Planning Opens a Door for Insurance Wealth Managers: KPMG Strategist
By Allison BellLife and annuity advisors should flourish in the new one-stop-shop world, Brian Dunham predicts.
November 26, 2024
10 New Findings on What Americans Think About WealthAmericans hold diverse views on the meaning of wealth — perhaps because many families don't talk about it.
November 25, 2024
Warren Buffett's 7 Nuggets of Estate Planning WisdomThough his fortune outstrips that of any wealth management client, Buffett’s estate planning insights are worth review.
November 21, 2024
Daffy Integration Simplifies Donor-Advised Fund Granting for Betterment UsersThe investment firm's clients can directly donate apreciated shares to more than 1.5 million U.S. charities.
November 19, 2024
Wealth.com Expands Its RIA Reach (Again)The estate planning platform is hiring human experts while also developing AI tools, co-founder Matt White says.
November 19, 2024
These States Have Their Own Estate, Inheritance TaxesOne state has both, according to the Tax Foundation.
November 14, 2024
There's More to Estate Planning Than Tax ExemptionsThe process offers significant non-tax benefits, even for mass affluent clients.
November 13, 2024
Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?Advisors and clients cannot let the uncertainty surrounding the future of tax rules paralyze them.