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
Here's How the IRS Can Monitor Clients' Offshore Life, Annuity Arrangements
By Allison BellThe GAO now has a list of tax forms and other data sources to help government agencies track the use of offshore life insurance arrangements.
April 19, 2022
10 Financial Planning Steps to Take Within 10 Years of RetirementFollowing these steps will help ensure your client can retire successfully and on time.
April 18, 2022
Backdoor Roth IRA Conversions: Beware the Pro Rata RuleMisunderstanding this rule is one of the biggest dangers clients face with backdoor Roths.
April 14, 2022
What Hopkins, Levine & Treichel Think of Retirement Changes in Secure Act 2.0Clients will ask about Secure 2.0, so advisors should "be prepared," one expert said in this webcast.
April 08, 2022
6 Tax Bills in Congress NowBills in play include estate tax changes and a rebate for money spent on gas.
April 05, 2022
5 Tips for Successfully Passing Down WealthClients should educate children early on value of money and include them in financial planning discussions.
April 01, 2022
Why Some Advisors Establish Donor-Advised Funds Now and Fund LaterOpening a DAF account in advance will prepare investors to fund it at the right time.
March 31, 2022
CI Financial Scoops Up $11.4B Eaton Vance Wealth Business From Morgan StanleyThe deal expands the firm's Boston presence and brings CI Private Wealth assets in the U.S. to $133 billion.