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
13 Questions to Ask Your Clients About Philanthropy
By Kris Putnam-WalkerlyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
May 31, 2022
4 Industry Complaints About IRS' Inherited IRA ShockerSeveral industry groups gave the tax authority a piece of their minds over its proposed Secure Act regs.
May 25, 2022
Finseca Brings 626 Advisors to Schmooze WashingtonThe group could have an especially big impact on advisors' more complex clients.
May 25, 2022
Crypto Assets Are Making Divorce More ComplicatedDigital assets are tricky to value in a divorce, but advisors can help, lawyer Yueh-Mei Kim Nutter tells ThinkAdvisor.
May 18, 2022
Ed Slott Warns Advisors: Know IRS' Secure Act RMD Regs or Risk Getting SuedAdvisors must get educated on the IRS' proposed regs to avoid "everything from embarrassment to litigation," Slott tells ThinkAdvisor.
May 17, 2022
How Affluent Women Are Using Their Money to Drive ChangeUBS lays out a framework for advisors to help women make an impact while boosting their financial well-being.
May 12, 2022
Alternatives for Firms With Private-Label DAFsMany firms and advisors realize their private-label DAF may not be ideal for all clients.
April 22, 2022
Estate Planning Enters the Digital Age: TD WealthOver 70% of those polled use blogs, social media and other tools when working on estate plans, a recent survey finds.