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
3 Tax Planning Strategies to Consider Now
By Bernice NapachIt's an election year, and big tax changes could come if Democrats gain power. Here's how to prepare.
July 20, 2020
Ex-Next Financial Rep Charged Over Risky Client InvestmentsThe former broker "used dishonest sales practices" to sell nontraded REITs and other alternative investments, state regulators say.
June 26, 2020
5 Ways Advisors Can Ease Clients' Tax Concerns NowWith the July 15 tax deadline looming, a TD Wealth senior trust advisor points to ways investors' tax burdens can be lightened.
June 17, 2020
5 Questions From LGBTQ Investors in the Era of Marriage EqualityThese couples may not be fully aware of strategies to maximize their estate, financial and tax planning.
June 03, 2020
Swedroe, Kotlikoff Warn Advisors to Prepare for Higher Taxes After PandemicAdvisors should consider Roth IRA conversions and irrevocable trusts as governments pile on debt, they said.
June 02, 2020
How an Advisor Handled 2 Tough Client Cases in Florida's Tourism MeccaIn one case, a death led to finding a new client, Dennis Nolte of Seacoast Investment Services tells ThinkAdvisor.
May 06, 2020
What It Takes for Investors to Trust the Investment Management IndustryAmong professions, financial services ranks in the middle tier of trust while medicine ranks at the top, the CFA Institute reports.
March 25, 2020
Estate Planning Tips and UpdatesAttorneys from Chamberlain Hrdlicka look at how estate planning is working now.