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
Your Kids Could Pay the Price for Poor LTC Planning
By William H. Byrnes, Robert BloinkFilial responsibility laws are state laws that can essentially hold adult children liable for their parents long-term care costs.
November 20, 2017
Top 20 Nonprofits That Ruled Fundraising in 2016Philanthropy 400 charities raised $109 billion last year, as some nonprofits gained big because of President Trumps criticisms.
November 16, 2017
Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up ContributionsThe bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.
November 15, 2017
How Do You Beat a Robo-Advisor? TrustSuccessful financial advisors must have the trust of their clients, an MIT economist says.
November 14, 2017
11 Facts to Know About Catch-Up ContributionsAs the Senate debates removing tax incentives for extra retirement savings, here are 11 facts to consider about catch-up contributions to retirement plans.
November 13, 2017
How to Help Clients Manage Their Most Precious AssetsThey are collectibles, which about 25% of wealthy investors own, but many haven't had their collections appraised or insured.
November 13, 2017
4 Common Questions About End-of-Year Charitable Giving StrategiesCongress could change the rules soon, but, for now, these are the rules.
November 09, 2017
How Wealthy Parents Can Raise ‘Wealthy and Wise’ ChildrenThere are many ways FAs can help well-to-do clients transfer assets to their children, but some do more harm than good, Coventry Edwards-Pitt tells ThinkAdvisor.