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
Wealth Holders Don't Discuss Money With Their Heirs
By Michael S. FischerA Merrill study finds family money harder to talk about than saving, investing and spending.
July 26, 2019
Why the Poverty Rate for Widows Continues to Go DownChanges in women's circumstances have meant that for the past 20 years their poverty rate has been on the decline.
July 18, 2019
WSJ Editorial on Secure Act's 'Stretch IRA' Provision Sparks DebateEd Slott and other retirement experts debate the bipartisan retirement bill's strict limits on the stretch IRA strategy.
June 25, 2019
Democrat Floats Bill to Raise Estate TaxThe bill would use the proceeds to shore up Social Security.
June 19, 2019
Digital Estate Planning: How to Plan for Online AccountsWithout proper planning and documentation, online information may become inaccessible.
June 18, 2019
2 UBS Advisors Share Their Secret to Serving Billionaire ClientsCasey Kriedman and Carryn McLaughlin of The Broad Group tell ThinkAdvisor how they get to know their ultra-wealthy clients' needs.
June 14, 2019
Mass Affluent Say Their Financial Behavior Would Make Their Parents ProudA Merrill Edge survey found many had made positive changes recently but could still use professional help.
June 05, 2019
So Your Client Wants to Marry a Non-Citizen? Buckle Up.Michelle Soufan of TFC Financial talks to ThinkAdvisor about how to help your clients navigate this complicated process.