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
ING Trusts: The Hot Trend in HNW Estate Planning
By Robert Bloink | William H. ByrnesING trusts can generate significant savings both in income taxes and in overall transfer taxes.
January 14, 2019
Inherited IRAs and the Double Tax TrapTracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications that need immediate attention.
January 11, 2019
Estate Planning Is Still ImportantThe Tax Cuts and Jobs Act has changed the exemption — but not the need to think carefully about the future.
January 08, 2019
Roth IRA Conversions: How Much Is Too Much?There are many factors to consider in a Roth conversion, including Medicare surcharges and beneficiaries' future tax brackets.
January 03, 2019
Tax Changes to Estate Plans Still Need to Be ScrutinizedThe impact of the expanded transfer tax exemption can have far-reaching implications to existing plans.
January 02, 2019
How a Father of 2 Autistic Kids Built an Advisory NicheCharles Massimo tells ThinkAdvisor about working with parents of autistic children — and how he finds those clients.
December 17, 2018
2 Former Wilmington Trust Execs Sentenced to 6 Years for FraudWilmington Trust's former president and CFO were the first to be sentenced this week for crimes stemming from the bank's downfall in 2011.
December 17, 2018
What Your High-Net-Worth Clients Want to Talk to You AboutLess than half of wealthy clients are discussing these five topics with their advisors, but they wish they were.