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
How an Advisor Handled 2 Tough Client Cases in Florida's Tourism Mecca
By Jeff BermanIn one case, a death led to finding a new client, Dennis Nolte of Seacoast Investment Services tells ThinkAdvisor.
March 10, 2020
A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?The potential for a big tax hit in year 10 means that IRA account owners should revisit their beneficiary designations now.
February 28, 2020
Dynasty Financial to Offer Trust ServicesThe move follows last month's news that the RIA network is working with Envestnet to launch the Advisor Services Exchange.
February 19, 2020
Many Americans Financially Unprepared for Divorce, WidowhoodA solid percentage of people are avoiding these uncomfortable topics, a TD Ameritrade survey finds.
February 18, 2020
New RIA in a Box Open API Helps Advisors With Compliance: T3 Tech RoundupOther developments revealed at T3 include an AI-powered tech solution and an new Orion Connect interface.
February 12, 2020
Top 5 Mega-Donors to Charity in 2019These donors each gave away $1 billion or more, according to The Chronicle of Philanthropy.
February 11, 2020
How 'Gray Divorce' Complicates Estate PlanningEstate planners and attorneys are watching the rise in divorces after 50 play out in often negative ways, according to TD Wealth.
February 05, 2020
How to Deal With an Aging Advisor Force and Aging ClientsA new Cerulli report lays out the challenges and how to address them.