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
Who Leaves an Inheritance, Who Doesn't
By Matt SommerWhat influences the decision to leave money for the next generation? You'd be surprised.
October 04, 2018
The Big Hole in Estate Plans: Digital AssetsEven the most carefully constructed estate plan often overlooks a client's digital assets. A plan is essential as both state and federal laws can create roadblocks to accessing digital assets
September 24, 2018
Why Wealthy People Give to Charity During Life, but Not So Often at DeathBut wealthy people who do leave charitable bequests tend to make huge gifts, Urban Institute finds.
September 05, 2018
529 ABLE Accounts: The Special Needs Planning Tool Advisors OverlookAdvisor Kathleen Oberneder tells ThinkAdvisor why these accounts go underused and how she plans for her own daughter with Down syndrome.
September 05, 2018
Few Are Financially Prepared for Widowhood: StudyA Merrill Lynch/Age Wave study finds that 76% of married retirees would not be financially prepared for retirement if their spouse died.
September 05, 2018
4 Questions to Ask the Ultra-Wealthy ClientThese questions will help you understand their family structure and sometimes complex tech needs.
August 22, 2018
Funerals Are Becoming One Last Extravagant Display of WealthYou can't take it with you, but you can go out in a gold-plated coffin.
August 01, 2018
Clock Is Ticking on SLAT Estate Tax ExemptionThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.