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
Inherited IRAs and the Double Tax Trap
By William H. Byrnes | Robert BloinkTracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications that need immediate attention.
January 03, 2019
Tax Changes to Estate Plans Still Need to Be ScrutinizedThe impact of the expanded transfer tax exemption can have far-reaching implications to existing plans.
January 02, 2019
How a Father of 2 Autistic Kids Built an Advisory NicheCharles Massimo tells ThinkAdvisor about working with parents of autistic children — and how he finds those clients.
December 17, 2018
2 Former Wilmington Trust Execs Sentenced to 6 Years for FraudWilmington Trust's former president and CFO were the first to be sentenced this week for crimes stemming from the bank's downfall in 2011.
December 17, 2018
What Your High-Net-Worth Clients Want to Talk to You AboutLess than half of wealthy clients are discussing these five topics with their advisors, but they wish they were.
December 13, 2018
3 Tax Moves to Make Before Year-EndLooking to next year's tax season, AICPA's financial planning division offered last-minute tax planning tips.
December 13, 2018
What Would Americans Do With a Cash Windfall? BMO Report Finds OutWith $12 trillion in assets moving from the greatest generation to boomers, many will be benefiting.
December 07, 2018
Yes, Millennials DO Need Estate PlanningAs the Route 91 festival tragedy showed us, no one knows how much time is left.