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
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.
By Jane Wollman RusoffEstate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 07, 2021
How to Help Widows Avoid Financial Risks of RemarriagePlanner Kathleen Rehl, a remarried widow herself, tells ThinkAdvisor how advisors can help these clients avoid financial exploitation.
July 02, 2021
Financial Advice From a Bank? Customers Who Take It Love ItBank customers are unlikely to seek advice but most will follow it when they receive it, J.D. Power finds.
June 22, 2021
5 Planning Strategies to Use if Biden Repeals Stepped-Up BasisSuch a move would reverse "a century of tax law" and have "far-reaching ramifications," says tax expert Andy Friedman.
June 21, 2021
Gates Split Casts Harsh Glare on $170B Money ManagerAside from detracting attention from the couple, Michael Larson's main mandate has been to invest conservatively.
June 17, 2021
Hightower Nears Launch of National Trust CompanyThe RIA tapped Tanya D. Simpson, former managing director of Charles Schwab Trust Co., to lead the business.
June 17, 2021
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech RoundupAlso, Riskalyze and RightCapital deepen their integration.
June 16, 2021
Should Inherited Property Be Taxable at the Owner's Death?Two professors debate President Joe Biden's proposal to make inheriting property a taxable event.