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
Legal Arrangements Other than Marriage
By Stephan R. Leimberg, Wendy S. Goffe, Kim KaminHere's another look at how clients' household arrangements can affect planning strategies.
August 28, 2017
The Hidden Risks of Holding Assets in Trusts and LLCsIf there is one thing financial advisors understand, it's the critical importance of clarity in who owns a particular securities account.
August 28, 2017
MassMutual Launches Practice Management WebsiteMassMutual launched a new website, AdvisorAdvantage+, to give retirement plan advisors access to practice management tools and guidance.
August 25, 2017
GOP Plan to Kill Estate Tax Sets Up Charitable Giving ConflictOne of the victims of a reduction in the incentive to give could be the life insurance industry.
August 24, 2017
Debts After DeathMaybe someone told you, "Go cross-sell some life insurance." Here's why your clients need that.
August 24, 2017
12 Key Factors for Blended Families in IRAs, Qualified Retirement PlansSometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
August 23, 2017
The Tall Tax Tale of Why Country Songwriters Get Capital Gain TreatmentThis tax tale is worthy of a country ballad, but I won't make you suffer through a bushel of forced metaphors while I tell it.
August 15, 2017
Married Women Need Their Own Financial Plan: StudyThe recommendation from the Center for Retirement Research is based on data showing that many women don't stay married.