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
6 Financial Planning Tips to Close Out the Year of COVID
By Michael S. FischerSome of these planning opportunities, intended to help people cope with the pandemic, won't be around in 2021.
October 26, 2020
Quiz: How Much Do You Know About Estate Planning for Digital Assets?Test your knowledge on protecting your clients' online accounts, digital currencies, photos and videos, and other virtually stored properties.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
October 05, 2020
4 Key Advantages of Roth Conversions for Retired InvestorsVanguard's global head of advice methodology provided an explainer on Roth conversions during the FPA online conference.
September 30, 2020
Fidelity Charitable Ends DAF Account MinimumsThe change makes donor-advised fund accounts more accessible to the average household.
September 30, 2020
16 Big Estate Planning Mistakes Clients Make: Advisors' AdviceAdvisors have rescued many a client, and countless heirs, from potentially costly estate plan missteps.
September 16, 2020
What Is Dying Going to Cost Your Client?Knowing where all your clients' assets are located, even those held away, can significantly reduce costs for heirs.
September 03, 2020
6 Economic Predictions for the Next 5 Years: Northern Trust, 2021The economy will likely bounce back this year, but 2021 and beyond is more uncertain, CIO Bob Browne tells ThinkAdvisor.