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
Understanding Client Behavior: The Key to Long-Term Relationships
By Mike PattonForget about what you will earn. If you put the client first, you will reap the benefits.
October 01, 2019
100 Questions to Ask in an Estate Planning InterviewThe initial client interview is critical in estate planning, both to shield against malpractice concerns and to ensure a mutually beneficial relationship.
September 26, 2019
Elder Financial Abuse Is a Plague on America's House: AIGOne in two respondents in an AIG poll expect their senior years to be hit by financial scams.
September 19, 2019
When Families Don't Talk About PhilanthropyAn advisor poll finds most families leave the next generation in the dark about charitable giving.
September 16, 2019
Post-Divorce Tax Benefits After Alimony Deduction's DeathClients no longer have the luxury of relying upon the tax code to ease the burden of dividing income among two households.
September 16, 2019
Americans, Even Advisory Clients, Have a Big Estate Planning Problem: SurveyAn Edward Jones poll finds two-thirds of those with an advisor have not discussed estate goals and legacy plans.
September 12, 2019
'Future-Proofing' Wealth Is HNWs' Top Investment Priority: SurveyMore than a third are looking to decrease their investment risk, an RBC survey found.
September 03, 2019
VanEck/SolidX Selling Bitcoin Trust Shares to Qualified Institutional BuyersThe partnership is still awaiting SEC approval to trade a Bitcoin ETF designed for retail investors.