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
Do You Know These Shocking Truths About Wills?
By Jane Wollman RusoffIn an interview, estate attorney Jason Smith warns about inheritance rules that can catch clients and their advisors off-guard.
December 28, 2020
Pandemic Is a Wake-Up Call on Estate Planning: Wells FargoMore people are developing estate plans, though even many affluent investors remain without one.
December 16, 2020
6 Economic Predictions for 2021: Northern TrustChief Investment Officer Bob Browne explains his take on the U.S. economy and political scene and how markets will respond.
December 16, 2020
10 Facts to Know About Irrevocable TrustsAn irrevocable trust is a valuable estate planning tool for tax avoidance and asset protection, but there are limitations to be aware of.
December 09, 2020
When Gay Clients Retire, Big Financial Challenges CollideFinancial planner Laura LaTourette tells ThinkAdvisor about helping older LGBTQ+ clients navigate retirement and estate planning.
December 03, 2020
10 Facts to Know About Revocable TrustsClients with a sizable estate who are concerned about privacy or probate could benefit from a revocable, or living, trust.
December 03, 2020
Morgan Stanley Expanding Estate ServicesWirehouse's team of 25 staff provides "concierge support" for clients when there's a death, says Field Strategic Services chief Lisa Golia.
November 23, 2020
Preparing Clients for a Quick Estate Planning PivotThe direction of the wind in Washington could change quickly. Here are ideas about how to handle that.