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
Advising Women Over 50
By Jan Blakeley HolmanWomen in this age group face a number of life transitions that leave them in need of financial advice.
January 09, 2020
Life Insurance and the Demise of the Stretch IRAOne estate planning door closed. You have the key for another one.
January 07, 2020
Fiduciary Trust Nabs $6B RIA Athena Capital AdvisorsAcquisition by Franklin Templeton subsidiary is expected to close in firm's second quarter.
January 03, 2020
3 Stretch IRA Alternatives for Estate PlanningThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.
December 26, 2019
FINRA Fines 5 Big Firms for 'Know Your Customer' FailuresLPL, Merrill and Morgan Stanley were among the firms.
December 26, 2019
Without Customer Trust, Nothing Else MattersSure, you know all of this. Do you live this?
November 25, 2019
Why Is Talking With Family About Money So Hard?To get families talking, Lincoln Financial presented a social experiment.
November 13, 2019
How to Get Wealthy People to Trust YouIf trust is earned a little at a time, where do you start?