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
4 Questions to Ask the Ultra-Wealthy Client
By Robert MillerThese questions will help you understand their family structure and sometimes complex tech needs.
July 30, 2018
How to Rein In a Client Who Strikes It RichAdvisors have to be the reality check when a client comes into a windfall, but what's the best method to be heard?
July 30, 2018
Will the SEC Speed Up the ETF Approval Process?Two ETF trends are emerging: the SEC leaning toward eliminating the exemptive relief requirement, and the move to actively managed ETFs.
July 16, 2018
Ami Forte, Ex-Morgan Stanley Star, Portrayed Falsely by Former Boss, Lawyer SaysForte's former branch manager was "bought off" by Morgan, her lawyer tells ThinkAdvisor.
July 10, 2018
The Children of the Rich Will Always Be With UsThe wealthy can stop worrying: Their heirs won't burn through their inheritances for many generations.
July 02, 2018
4 Reasons the Estate Tax Could Come Roaring BackThe current generous estate tax exclusion levels could be short-lived, insurance exec Howard Sharfman warns.
June 27, 2018
As Interest Rates Change, So Must Trust StrategiesClients who have been on the fence over including a trust such as a GRAT or CLAT should understand that now is an advantageous time to act.
June 08, 2018
Wealthy US Kids Count On Inheritance to Fund Their RetirementBefore you start growling, consider that this may be a signal of desperation, not greed.