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
Roth IRA Conversions: How Much Is Too Much?
By Joe ElsasserThere are many factors to consider in a Roth conversion, including Medicare surcharges and beneficiaries' future tax brackets.
December 17, 2018
2 Former Wilmington Trust Execs Sentenced to 6 Years for FraudWilmington Trust's former president and CFO were the first to be sentenced this week for crimes stemming from the bank's downfall in 2011.
December 17, 2018
What Your High-Net-Worth Clients Want to Talk to You AboutLess than half of wealthy clients are discussing these five topics with their advisors, but they wish they were.
December 13, 2018
3 Tax Moves to Make Before Year-EndLooking to next year's tax season, AICPA's financial planning division offered last-minute tax planning tips.
December 13, 2018
What Would Americans Do With a Cash Windfall? BMO Report Finds OutWith $12 trillion in assets moving from the greatest generation to boomers, many will be benefiting.
December 07, 2018
Yes, Millennials DO Need Estate PlanningAs the Route 91 festival tragedy showed us, no one knows how much time is left.
December 04, 2018
For Wealthy Clients, 'Satisfied' Isn't Good Enough: SEI"High-net-worth clients expect exceptional client experiences in all facets of their lives," SEI's John Anderson says.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.