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
Why Donors Who Want to Give More Often Don’t
By Michael S. FischerPersonal finance concerns are one factor, but there may be ways to create "found money" in donors' budgets, Fidelity Charitable says.
November 01, 2017
7 Steps to Crafting a Philanthropic Mission Your Clients Will LoveYour clients value your financial expertise, but they are likely searching for something more than tax structuring.
November 01, 2017
GOP Tax Plan Increases Need for Estate Planning FlexibilityFor high-net-worth clients, the key principle today is keeping options open.
October 30, 2017
Key GOP Senator Susan Collins Lays Out Her Demands for Tax BillShe says the outreach on tax issues has been better than the outreach on health care.
October 27, 2017
Retirement Saving Checklist: 15 Things to Know That Can Lead to SuccessUsing this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
October 26, 2017
FINRA Regulatory Chief Axelrod to DepartAfter 28 years at FINRA and its predecessor, Susan Axelrod will step down.
October 25, 2017
10 Least Tax-Friendly States in US: 2017Since each state has its own rules on what gets taxed, at which rate and when, there's a lot of variation across the country.
October 20, 2017
2 Biggest Reasons Clients Trust Their AdvisorsVanguard assessed 32 skills, practices and behaviors for their effect on client trust. Interestingly, financial planning ability barely cracked the top 10.