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
‘Trust in the Company’ Is Top Driver of Investment Decisions: Edelman
By Michael S. FischerInstitutional investors are looking for companies that take a stand politically and treat their employees and customers well, Edelman Financial Communications found.
September 27, 2017
How 4 Big US Banks Stack Up With CustomersJPMorgan, for one, is popular with millennials, Brand Finance reported.
September 27, 2017
GOP Touts Simpler Tax Filing as a Goal of ReformRep. Kevin Brady predicts 90% of filers will be able to fit their tax returns on a postcard.
September 26, 2017
Here’s How Financially Naive Millennial Parents AreAccording to Personal Capital, 70% say they favor saving for their kids college education over saving for retirement, a strategy advisors usually oppose.
September 25, 2017
Having Children Can Ruin Your RetirementOne obstacle is the $9,400-per-year "motherhood penalty."
September 21, 2017
How to Get Medicaid for Nursing Home Care Without Going BrokeEven well-off people can easily go broke paying for nursing home care. But it doesn't have to be thus, Medicaid expert Gabriel Heiser tells ThinkAdvisor.
September 20, 2017
Variable Annuities, Death Benefits and the Uninsurable Estate OwnerAny robot can sell an annuity. You can untangle knots.
September 14, 2017
Sanders Calls for a 65% Top Estate Tax RateThe provision, in an S. 1804 funding supplement, would affect couples with $1 billion or more in assets.