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
Advisors Miss Big Market Under Their Noses: Children Who Inherit Client's Estate
By Emily ZulzNew research from Cerulli finds only 13% of affluent investors choose to work with the same advisor their parents used.
April 23, 2019
Estate Tax Gets More Attention Than It DeservesThe levy is portrayed as a big threat to small businesses and farms, though almost no one pays it.
April 17, 2019
Section 1035-Your Way Out of Obsolete Life Insurance TrustsA Section 1035 tax-free exchange can provide a tax-preferred way to obtain a life insurance policy or annuity.
April 10, 2019
Trusts for Pets: Not Just for the Super-WealthyA pet left out of a client's estate plan could end up in a shelter or euthanized, attorney Jason Smolen tells ThinkAdvisor.
March 27, 2019
What the Nastiest Celebrity Estate Battles Can Teach AdvisorsMichael Hackard tells ThinkAdvisor how advisors can help prevent inheritance wars, invoking stars like Mickey Rooney and Jerry Lee Lewis.
March 22, 2019
Family Conflict Is Greatest Threat to Estate Planning: TD Wealth SurveyEstate planning experts are also concerned about market volatility and tax reform in 2019, according to the survey.
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.