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
Your Clients Need an Estate Plan 'Yesterday'
By Joseph ConroyWhether your clients need a simple estate plan or something more complex, here are the basics of putting it on paper.
October 19, 2018
Who Leaves an Inheritance, Who Doesn'tWhat influences the decision to leave money for the next generation? You'd be surprised.
October 08, 2018
These Advisor Skills Boost Referrals, Deepen Relationships: StudyA new study from FPA, Capital Preferences and T. Rowe Price reveals crucial skills that set high-performing advisors apart.
October 05, 2018
Don't Let Your Clients Make the Same Mistake as Aretha Franklin and PrinceWhenever celebrities die without wills, that gives you a new teachable moment.
October 04, 2018
The Big Hole in Estate Plans: Digital AssetsEven the most carefully constructed estate plan often overlooks a client's digital assets. A plan is essential as both state and federal laws can create roadblocks to accessing digital assets
September 24, 2018
Why Wealthy People Give to Charity During Life, but Not So Often at DeathBut wealthy people who do leave charitable bequests tend to make huge gifts, Urban Institute finds.
September 05, 2018
529 ABLE Accounts: The Special Needs Planning Tool Advisors OverlookAdvisor Kathleen Oberneder tells ThinkAdvisor why these accounts go underused and how she plans for her own daughter with Down syndrome.
September 05, 2018
Few Are Financially Prepared for Widowhood: StudyA Merrill Lynch/Age Wave study finds that 76% of married retirees would not be financially prepared for retirement if their spouse died.