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 to Help Widows Avoid Financial Risks of Remarriage
By Jane Wollman RusoffPlanner Kathleen Rehl, a remarried widow herself, tells ThinkAdvisor how advisors can help these clients avoid financial exploitation.
June 21, 2021
Gates Split Casts Harsh Glare on $170B Money ManagerAside from detracting attention from the couple, Michael Larson's main mandate has been to invest conservatively.
June 17, 2021
Hightower Nears Launch of National Trust CompanyThe RIA tapped Tanya D. Simpson, former managing director of Charles Schwab Trust Co., to lead the business.
June 17, 2021
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech RoundupAlso, Riskalyze and RightCapital deepen their integration.
June 16, 2021
Should Inherited Property Be Taxable at the Owner's Death?Two professors debate President Joe Biden's proposal to make inheriting property a taxable event.
June 11, 2021
Roth IRA Conversions: When Is the Best Time?While now is a good time for many clients to make Roth conversions, individual circumstances are paramount.
June 11, 2021
CBO Estate and Gift Tax Info You (and D.C. Insiders) Should KnowThe agency has prepared a guide for lawmakers and their aides. Here's what it says.
June 08, 2021
10 Tax Facts to Know About Marriage and Blended FamiliesHow marriage, remarriage and divorce can affect your clients' tax, retirement and estate planning.