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
Americans, Even Advisory Clients, Have a Big Estate Planning Problem: Survey
By Michael S. FischerAn Edward Jones poll finds two-thirds of those with an advisor have not discussed estate goals and legacy plans.
August 21, 2019
15 Questions to Ask Clients About Their Charitable GivingHave this conversation now, before the peak giving season comes at year-end.
August 19, 2019
IRS Posts Charitable Lead Annuity Trust Letter RulingThe case deals with a CLAT set up so that the annuity benefits term depends on the initial value of the trust assets.
August 15, 2019
Using Insurance to Help Wealthy Clients 'Disinherit the IRS'Beverly Hills advisor Matthew Celenza tells ThinkAdvisor about his insurance-focused approach, which he's rolling out to other RIAs.
August 14, 2019
What to Know About 'Gray Divorce'Your clients may be going through divorce later in life. Here are some things to know.
August 12, 2019
Supreme Court Hands HNW Clients New Trust Planning StrategyThe court has essentially opened the door to trust planning that could avoid state taxation altogether.
August 12, 2019
Meet the 'SPY 11' Kids With $250B Riding on Their LivesA wonky structure pegs the fund's future to their mortality; most of those named in the ETF's documents were not aware.
August 06, 2019
Financial Abuse in Marriage: What Advisors Can DoThere are five types of financial abuse advisors should watch for, lawyer Jacqueline Newman tells ThinkAdvisor.