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
IRA Beneficiary Designation Forms
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Edwin P. Morrow, Martin M. ShenkmanSo, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
September 07, 2017
Legal Arrangements Other than MarriageHere's another look at how clients' household arrangements can affect planning strategies.
September 06, 2017
DoubleLine Hires Exec for Latin America; Ariel Elects New Board MemberJoel Pea, a former Pimco and Robeco employee, has a new role, as does Heather Tookes of Yale's School of Management.
September 05, 2017
N.Y. Daily News Acquired by Tronc, Journalism's Would-Be SaviorThe 'newspaper deal' involves a $100 million pension risk transfer.
August 28, 2017
The Hidden Risks of Holding Assets in Trusts and LLCsIf there is one thing financial advisors understand, it's the critical importance of clarity in who owns a particular securities account.
August 28, 2017
MassMutual Launches Practice Management WebsiteMassMutual launched a new website, AdvisorAdvantage+, to give retirement plan advisors access to practice management tools and guidance.
August 25, 2017
GOP Plan to Kill Estate Tax Sets Up Charitable Giving ConflictOne of the victims of a reduction in the incentive to give could be the life insurance industry.
August 24, 2017
Debts After DeathMaybe someone told you, "Go cross-sell some life insurance." Here's why your clients need that.