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
'Softer' Side of Planning More Important to Clients Than Documents
By Kara DuckworthLegacy planning can help advisors make connections to the next generation of wealth so that advisors maintain assets when clients pass.
May 08, 2019
Out-of-State Trusts Shouldn't Be Taxed: Bloink & Byrnes Go Thumb to ThumbThe Supreme Court will decide if taxing out-of-state trusts is overkill or a way to keep the wealthy from dodging taxes.
May 07, 2019
Bernie Sanders' Estate Tax Plan: Bloink & Byrnes Go Thumb to ThumbAs the Democratic primary season begins to take shape, Bernie Sanders has once again emerged as a key possibility for the Democratic presidential nomination…
April 23, 2019
Estate Tax Gets More Attention Than It DeservesThe levy is portrayed as a big threat to small businesses and farms, though almost no one pays it.
April 17, 2019
Section 1035-Your Way Out of Obsolete Life Insurance TrustsA Section 1035 tax-free exchange can provide a tax-preferred way to obtain a life insurance policy or annuity.
April 10, 2019
Trusts for Pets: Not Just for the Super-WealthyA pet left out of a client's estate plan could end up in a shelter or euthanized, attorney Jason Smolen tells ThinkAdvisor.
March 27, 2019
What the Nastiest Celebrity Estate Battles Can Teach AdvisorsMichael Hackard tells ThinkAdvisor how advisors can help prevent inheritance wars, invoking stars like Mickey Rooney and Jerry Lee Lewis.
March 22, 2019
Family Conflict Is Greatest Threat to Estate Planning: TD Wealth SurveyEstate planning experts are also concerned about market volatility and tax reform in 2019, according to the survey.