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
17 States With Their Own Estate, Inheritance Taxes
By Ginger SzalaIn these states and the District of Columbia, the exemption is often smaller than the federal exemption, capturing more decedents.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 19, 2021
Where Did the Mass Affluent Households Go?The number of households in this group dropped about 13% from a year ago, Hearts & Wallets found.
July 08, 2021
Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech RoundupAlso, Sterling Trustees joins the Envestnet Trust Services Exchange to provide trust administration services to RIAs and BDs.
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.