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 8 Advisors Would Respond to Sanders' Estate Tax Hike: Advisors' Advice
By Melanie WaddellSen. Bernie Sanders' plan would spark a huge rise in demand for advanced trust, retirement and charitable planning, the advisors told ThinkAdvisor.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
February 04, 2021
Millennial Estate Planning Surges During Pandemic: SurveyIn their wills, millennials appointed pet guardians, donated organs and chose cremation over traditional burial.
January 25, 2021
National Guardian Life to Acquire Digital Life Planning FirmEverplans offers clients estate planning worksheets, checklists, state-by-state guides, and online file sharing services.
January 25, 2021
Gifting Stock to Family Members: What to KnowSuch gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.
January 20, 2021
Do You Know These Shocking Truths About Wills?In an interview, estate attorney Jason Smith warns about inheritance rules that can catch clients and their advisors off-guard.
January 06, 2021
For Wealthy Women, Tax and Estate Planning Is Weak LinkA Biden administration may mean tax policy changes and should be a wake-up call to women to get their estate plans in order.
January 04, 2021
COVID-19 and Its Impact on Divorce and Retirement PlansDeath or disability due to COVID-19 can have a huge impact on retirement savings of couples that are divorcing or contemplating divorce.