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
5 Uses for Life Insurance That Most People Haven't Thought Of
By Scott HinkleFor your clients and prospects, your bread and butter may be as mysterious as nuclear physics.
April 07, 2017
Trusts for Difficult SituationsJust getting into advanced planning? Here's a look at how skilled practitioners can help families.
April 06, 2017
Where There’s a Will, There’s a Way — if Loved Ones Can Find ItMany Americans die without telling their family members where to find their wills or how their estates will be divided, a BMO report says.
April 06, 2017
How to Avoid Extra Taxes When Clients Avoid MarriageEstate planning for unmarried couples requires an "individualized and resourceful approach."
April 04, 2017
A Primer for Strategically Gifting AssetsLeverage this knowledge to have more successful planning discussions with your high-net-worth clients.
April 03, 2017
When You’re Gone, Will Your Firm Endure?Many advisors find themselves stuck when it comes to creating a viable succession or exit plan.
April 03, 2017
Consumers Rate Most Trustworthy Financial Firms: Hearts & WalletsHearts & Wallets released a survey that identified which financial institutions consumers were more likely to trust.
March 27, 2017
Now in the GOP’s crosshairs on Capitol Hill: the estate taxHouse bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.