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
A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?
By Robert Bloink | William H. ByrnesThe potential for a big tax hit in year 10 means that IRA account owners should revisit their beneficiary designations now.
February 18, 2020
New RIA in a Box Open API Helps Advisors With Compliance: T3 Tech RoundupOther developments revealed at T3 include an AI-powered tech solution and an new Orion Connect interface.
February 12, 2020
Top 5 Mega-Donors to Charity in 2019These donors each gave away $1 billion or more, according to The Chronicle of Philanthropy.
February 11, 2020
How 'Gray Divorce' Complicates Estate PlanningEstate planners and attorneys are watching the rise in divorces after 50 play out in often negative ways, according to TD Wealth.
February 05, 2020
How to Deal With an Aging Advisor Force and Aging ClientsA new Cerulli report lays out the challenges and how to address them.
February 05, 2020
Advising Women Over 50Women in this age group face a number of life transitions that leave them in need of financial advice.
February 04, 2020
How to Avoid the Secure Act's Long-Term Tax TrapsOne potential trap: Later RMDs may lead to a bigger lifetime tax bill.
February 03, 2020
The Biggest Estate Planning Blunders of All TimeHere are 13 stories that show why thinking carefully ahead of time matters.