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
FINRA Regulatory Chief Axelrod to Depart
By Melanie WaddellAfter 28 years at FINRA and its predecessor, Susan Axelrod will step down.
October 20, 2017
Tax Reform Focus on Stock OptionsThe GOP tax reform framework contains few details but has rattled tax planning for high income clients who are compensated with stock options.
October 19, 2017
Get Clients to Break Their ‘Money Silence’ or Lose ThemKathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy and stop the next generation from firing them.
October 18, 2017
GAO: Overhaul Entire US Retirement SystemMany Americans could suffer an insecure and undignified retirement if changes aren't made, the office says.
October 16, 2017
5 Things to Know About Valuing Annuities and Other Client AssetsDetermining how much any given asset is worth, and when, may be complicated.
October 06, 2017
Estate Tax Repeal Imperiled as GOP Senator Says He Wants to Keep ItSusan Collins of Maine could be another Republican friend of the tax.
October 05, 2017
Wife Accused of Killing Husband Can Sue Insurer That Froze Life Insurance ProceedsThe wife alleged that the insurer had misled her about the status of the benefits.
October 05, 2017
6 Personality Traits of the Wealthy and SuccessfulAuthor and financial editor Jean Chatzky discusses what she found from researching 5,000 wealthy and successful people.