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 to Rein In a Client Who Strikes It Rich
By Joseph FinoraAdvisors have to be the reality check when a client comes into a windfall, but what's the best method to be heard?
July 10, 2018
The Children of the Rich Will Always Be With UsThe wealthy can stop worrying: Their heirs won't burn through their inheritances for many generations.
July 02, 2018
4 Reasons the Estate Tax Could Come Roaring BackThe current generous estate tax exclusion levels could be short-lived, insurance exec Howard Sharfman warns.
June 27, 2018
As Interest Rates Change, So Must Trust StrategiesClients who have been on the fence over including a trust such as a GRAT or CLAT should understand that now is an advantageous time to act.
June 08, 2018
Wealthy US Kids Count On Inheritance to Fund Their RetirementBefore you start growling, consider that this may be a signal of desperation, not greed.
June 06, 2018
3 Aspects of Tax Reform Affecting Your ClientsKeep these three major areas in mind for this year's tax planning.
May 23, 2018
Widowed Sisters Are Doing It for Themselves (but They Still Need Your Advice)New studies show growing financial independence and declining poverty among widows. Here's what advisors should know.
May 17, 2018
Pass-Through Tax Break Can Benefit Boxed-Out Service Businesses After AllTax planning strategies have already emerged to allow service business owners to reap the benefits of the 20% tax deduction for QBI.