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
What Advisors Should Look for in a Turnkey Insurance Marketing Partner
By Adam Malamed and Paul LoftiesA robust and proactive approach to integrating risk management solutions can help advisors differentiate their practices.
March 05, 2019
Top 10 Tax Facts for Individual Clients in 2019 You Need to KnowMany clients are now starting to wonder how the 2017 tax reform law will affect their 2019 taxes.
March 01, 2019
How Clients Can Cut or Avoid RMDs: KiplingerThese strategies can help keep retired clients from having to withdraw money they don't need.
February 26, 2019
Editor's Note: A Wealth of UnderstandingIn rich detail, Michael Finke provides takeaways from his meeting with Bill Sharpe.
February 20, 2019
The 3 Stages of Widowhood, and How Advisors Can HelpKathleen Rehl tells ThinkAdvisor how to help widows move forward financially and not to get fired by them.
February 13, 2019
ING Trusts: The Hot Trend in HNW Estate PlanningING trusts can generate significant savings both in income taxes and in overall transfer taxes.
February 07, 2019
How to Prepare to Leave a Legacy: StudyThe latest Merrill Lynch/Age Wave study finds that most adults 55 and over haven't taken care of the essentials.
February 05, 2019
Americans Haven't Thought Much About Life Insurance: SurveyMost haven't considered that the payout can cover expenses like estate taxes and education costs, researchers found.