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
Quiz: How Much Do You Know About Estate Planning for Digital Assets?
By Emily HolbrookTest your knowledge on protecting your clients' online accounts, digital currencies, photos and videos, and other virtually stored properties.
September 30, 2020
Fidelity Charitable Ends DAF Account MinimumsThe change makes donor-advised fund accounts more accessible to the average household.
September 30, 2020
16 Big Estate Planning Mistakes Clients Make: Advisors' AdviceAdvisors have rescued many a client, and countless heirs, from potentially costly estate plan missteps.
September 16, 2020
What Is Dying Going to Cost Your Client?Knowing where all your clients' assets are located, even those held away, can significantly reduce costs for heirs.
September 03, 2020
6 Economic Predictions for the Next 5 Years: Northern Trust, 2021The economy will likely bounce back this year, but 2021 and beyond is more uncertain, CIO Bob Browne tells ThinkAdvisor.
August 19, 2020
How the IRS' Tax Backlog Could Affect Your ClientsMany taxpayers are receiving IRS notices for nonpayment of taxes that they already paid. Here's what to do, according to CPAs.
August 10, 2020
Estate Planning, COVID-19 and GrandparentsClients who are expecting may know they need advice. What about their parents?
August 09, 2020
UBS Advisor to the Ultra-Wealthy Tells What His Clients Need Right NowPeter Rukeyser, nephew of the longtime TV host, tells ThinkAdvisor how he's assuaging client worries through the pandemic.