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
Advisors Have a Big Fee Disclosure Problem: CFA Institute
By Michael S. FischerFee disclosure is key to client trust, but less than half of clients are satisfied with that aspect of the advisor relationship, CFA Institute finds.
February 28, 2018
How to Protect Clients' Assets From Blended-Family FeudsVeteran estate and trust attorney Michael Hackard talks to ThinkAdvisor about how to deal with money-grubbing stepmothers and shares his protocol for protecting clients with cognitive decline.
February 27, 2018
A Hidden Risk That Could Crack a Nest EggAdvisors don't have to be insurance experts to protect their clients from the risk of property-related losses.
February 01, 2018
Edelman, Policy Group Sound a Wake-Up Call on Retirement SecurityWith the help of the Bipartisan Policy Center and others, Ric Edelman is launching an initiative to reignite debate in Washington about retirement security.
January 18, 2018
How Company 401(k) Accounts Can Propel Your Growth StrategyThere are some easy ways get excited and get going with a 2018 campaign to gather more financial assets.
January 17, 2018
Top 10 Charitable Gifts in 2017The top gift on this list is bigger than last year's top 10 donations combined, The Chronicle of Philanthropy reports.
January 10, 2018
9 Ways New Tax Law Could Affect Clients’ Estate PlansThe expanded estate tax exemption leaves many reasons to engage in estate planning, lawyers say.
January 08, 2018
Estate and Gift Tax Changes in the Tax Cuts and Jobs ActPeople in a position to take advantage of the increase in the exclusion would be well advised to act quickly while it is available.