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
How Advisors Can Help Prevent Wealthy Families From Losing It All
By Bernice NapachIn his book, More Than Money, Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
June 12, 2017
IRS Offers Temporary Portability Election Crisis FixA family will have at least two years after a death to avoid having to ask for a private letter ruling.
June 08, 2017
Will DOL Fiduciary Rule Be Watered Down?The possibility of weakening the rule worries Betterment CEO Jon Stein.
June 06, 2017
The Pros and Cons of AB Trust Planning: Is It Still Effective?With the increase in the estate tax exemption and the introduction of portability, your clients may be questioning their existing strategy.
June 06, 2017
Americans Look to Family to Help Fund Their Retirement: SurveyMillennials who are counting on an inheritance may be in for a rude awakening, Natixis reports.
June 05, 2017
Alan Alda: How Advisors Can Communicate BetterThe actor who played Capt. Hawkeye Pierce on M*A*S*H shared with ThinkAdvisor some indispensable advice for financial advisors.
May 31, 2017
Gundlach: Robos Could Cause Next Crash; Passive Mania Will WaneSpeaking at FPA NorCal, the bond king sounds off on passive investing, robos, rates and the S&P 500.
May 31, 2017
To Involve the Family in Financial Planning, Start With These 3 TopicsThese tips will help you engage the next generation of clients in planning for the most critical financial stages in life.