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
Trusts for Pets: Not Just for the Super-Wealthy
By Jane Wollman RusoffA pet left out of a client's estate plan could end up in a shelter or euthanized, attorney Jason Smolen tells ThinkAdvisor.
March 18, 2019
What Advisors Should Look for in a Turnkey Insurance Marketing PartnerA robust and proactive approach to integrating risk management solutions can help advisors differentiate their practices.
March 11, 2019
Top 10 Estate Planning Tax Facts for 2019After the major tax overhaul, here are the top estate planning issues that clients may need to consider this year.
March 07, 2019
5 Legacy Planning Basics for New ParentsThey know they need a crib, and onesies. Do they know they need you?
March 05, 2019
Top 10 Tax Facts for Individual Clients in 2019 You Need to KnowMany clients are now starting to wonder how the 2017 tax reform law will affect their 2019 taxes.
March 01, 2019
How Clients Can Cut or Avoid RMDs: KiplingerThese strategies can help keep retired clients from having to withdraw money they don't need.
February 26, 2019
Editor's Note: A Wealth of UnderstandingIn rich detail, Michael Finke provides takeaways from his meeting with Bill Sharpe.
February 20, 2019
The 3 Stages of Widowhood, and How Advisors Can HelpKathleen Rehl tells ThinkAdvisor how to help widows move forward financially and not to get fired by them.