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
How to Help Clients Manage Their Most Precious Assets
By Bernice NapachThey are collectibles, which about 25% of wealthy investors own, but many haven't had their collections appraised or insured.
November 09, 2017
Why Donors Who Want to Give More Often Don’tPersonal finance concerns are one factor, but there may be ways to create "found money" in donors' budgets, Fidelity Charitable says.
November 05, 2017
Annuities and Trusts: A Tricky CombinationIf you combine an annuity with a trust without getting good legal advice, well, good luck with that.
November 02, 2017
GOP Tax Reform Bill Unveiled: A First LookThe bill does contain a few twists especially with respect to popular itemized deductions and small-business taxation.
November 01, 2017
7 Steps to Crafting a Philanthropic Mission Your Clients Will LoveYour clients value your financial expertise, but they are likely searching for something more than tax structuring.
November 01, 2017
GOP Tax Plan Increases Need for Estate Planning FlexibilityFor high-net-worth clients, the key principle today is keeping options open.
October 30, 2017
Key GOP Senator Susan Collins Lays Out Her Demands for Tax BillShe says the outreach on tax issues has been better than the outreach on health care.
October 27, 2017
Retirement Saving Checklist: 15 Things to Know That Can Lead to SuccessUsing this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.