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
15 Questions to Ask Clients About Their Charitable Giving
By Ken NoparHave this conversation now, before the peak giving season comes at year-end.
August 14, 2019
What to Know About 'Gray Divorce'Your clients may be going through divorce later in life. Here are some things to know.
August 12, 2019
Supreme Court Hands HNW Clients New Trust Planning StrategyThe court has essentially opened the door to trust planning that could avoid state taxation altogether.
August 12, 2019
Meet the 'SPY 11' Kids With $250B Riding on Their LivesA wonky structure pegs the fund's future to their mortality; most of those named in the ETF's documents were not aware.
August 06, 2019
Financial Abuse in Marriage: What Advisors Can DoThere are five types of financial abuse advisors should watch for, lawyer Jacqueline Newman tells ThinkAdvisor.
August 06, 2019
Wealth Holders Don't Discuss Money With Their HeirsA Merrill study finds family money harder to talk about than saving, investing and spending.
August 05, 2019
Many Suddenly Single Women Are in a 'Financial Fog,' Advisors SayDivorced and widowed women need emotional support along with financial help, advisors told ThinkAdvisor.
July 26, 2019
How to Advise Clients Planning a Second MarriageThose tying the knot a second time (or more) tend to have more knowledge — and more baggage.