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
Why the Poverty Rate for Widows Continues to Go Down
By Marlene SatterChanges in women's circumstances have meant that for the past 20 years their poverty rate has been on the decline.
June 19, 2019
Digital Estate Planning: How to Plan for Online AccountsWithout proper planning and documentation, online information may become inaccessible.
June 18, 2019
2 UBS Advisors Share Their Secret to Serving Billionaire ClientsCasey Kriedman and Carryn McLaughlin of The Broad Group tell ThinkAdvisor how they get to know their ultra-wealthy clients' needs.
June 14, 2019
Mass Affluent Say Their Financial Behavior Would Make Their Parents ProudA Merrill Edge survey found many had made positive changes recently but could still use professional help.
June 05, 2019
So Your Client Wants to Marry a Non-Citizen? Buckle Up.Michelle Soufan of TFC Financial talks to ThinkAdvisor about how to help your clients navigate this complicated process.
June 04, 2019
Aretha Franklin's Final Wishes Found. Will That Be Enough?The singer had two wills in a cabinet, and one in her couch cushions.
May 28, 2019
Protecting Assets When Clients Age in PlaceThe baby boom generation is changing the way Americans approach retirement.
May 28, 2019
When Clients Divorce After 50, How Advisors Can Rescue Retirement PlansDennis Stearns tells ThinkAdvisor what advisors need to know about the "exploding trend" of gray divorce.