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
Pandemic Is a Wake-Up Call on Estate Planning: Wells Fargo
By Michael S. FischerMore people are developing estate plans, though even many affluent investors remain without one.
December 09, 2020
When Gay Clients Retire, Big Financial Challenges CollideFinancial planner Laura LaTourette tells ThinkAdvisor about helping older LGBTQ+ clients navigate retirement and estate planning.
December 03, 2020
10 Facts to Know About Revocable TrustsClients with a sizable estate who are concerned about privacy or probate could benefit from a revocable, or living, trust.
December 03, 2020
Morgan Stanley Expanding Estate ServicesWirehouse's team of 25 staff provides "concierge support" for clients when there's a death, says Field Strategic Services chief Lisa Golia.
November 23, 2020
Preparing Clients for a Quick Estate Planning PivotThe direction of the wind in Washington could change quickly. Here are ideas about how to handle that.
November 18, 2020
6 Financial Planning Tips to Close Out the Year of COVIDSome of these planning opportunities, intended to help people cope with the pandemic, won't be around in 2021.
November 04, 2020
A Lawyer Became an Advisor. Now He Runs 2 Firms.Michael Garry tells ThinkAdvisor about running an RIA and an estate planning firm at the same time.
October 27, 2020
IRS Announces Income Tax Adjustments for 2021The estate and gift tax exemptions saw the biggest increases, says Ed Slott.