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
For Wealthy Clients, 'Satisfied' Isn't Good Enough: SEI
By Michael S. Fischer"High-net-worth clients expect exceptional client experiences in all facets of their lives," SEI's John Anderson says.
November 21, 2018
IRS Floats Plan to Allow Higher Estate, Gift Tax ExclusionsThe plan would prevent those who make large gifts now from facing more estate taxes after 2025.
November 20, 2018
Generational Wealth Transfer to Hit $68 Trillion Over 25 Years: CerulliHigh-net-worth practices need to develop multigenerational client relationships to survive, Cerulli warns.
November 07, 2018
Tax Reform Hits 1031 Exchanges With Hidden PenaltyIRS' proposed regs contain an unwelcome surprise for certain clients engaging in like-kind exchanges of real estate.
November 06, 2018
America's Top 10 Favorite CharitiesThe Chronicle of Philanthropy ranked 100 nonprofits by the total value of gifts of money and stock received in 2017, and excluded government grants.
October 31, 2018
Your Clients Need an Estate Plan 'Yesterday'Whether your clients need a simple estate plan or something more complex, here are the basics of putting it on paper.
October 24, 2018
Kestra Financial Buying Reliance TrustThe firm, which works with about 2,300 advisors, says the deal expands its service offerings as demand for trust services is growing.
October 22, 2018
4 Key Steps for Estate Planning With CryptocurrenciesTo ensure that clients' digital assets are passed on to heirs and beneficiaries, advisors should review and take these important measures.