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 Protect Clients' Assets From Blended-Family Feuds
By Jane Wollman RusoffVeteran estate and trust attorney Michael Hackard talks to ThinkAdvisor about how to deal with money-grubbing stepmothers and shares his protocol for protecting clients with cognitive decline.
January 18, 2018
How Company 401(k) Accounts Can Propel Your Growth StrategyThere are some easy ways get excited and get going with a 2018 campaign to gather more financial assets.
January 17, 2018
Top 10 Charitable Gifts in 2017The top gift on this list is bigger than last year's top 10 donations combined, The Chronicle of Philanthropy reports.
January 10, 2018
9 Ways New Tax Law Could Affect Clients’ Estate PlansThe expanded estate tax exemption leaves many reasons to engage in estate planning, lawyers say.
January 08, 2018
Estate and Gift Tax Changes in the Tax Cuts and Jobs ActPeople in a position to take advantage of the increase in the exclusion would be well advised to act quickly while it is available.
January 02, 2018
How to Solve the 'Problem' of Legacy ClientHere's what one advisory firm is doing with unprofitable investors.
December 21, 2017
Most Americans Think Washington Will Hurt Their Finances: PollForty percent of Bankrate poll participants said they expected the Republican leadership to have a negative effect, way up from 26% last year.
December 15, 2017
Many Americans Lack Financial Plan for Divorce or WidowhoodTD Ameritrade recently looked at the challenges of divorce and widowhood in the U.S. and uncovered some disturbing findings.