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 mistakes estate executors make
By Kristen BeckmanNaive executors risk making mistakes that can put the estate in jeopardy.
August 09, 2016
Top 5 Tips for Nonprofessional TrusteesFollowing these suggestions will help even nonprofessional trustees understand their responsibilities and avoid typical pitfalls.
August 04, 2016
Treasury Proposes to Close Estate and Gift Tax LoopholeThe loophole primarily affects families' stakes in businesses, Rose Watson of Commonwealth Financial says.
August 01, 2016
Why So Many Wealthy Families Lose It All in 3 Generations, and How to Stop ItCoach and ex-psychologist Courtney Pullen tells ThinkAdvisor how he prevents wealthy families from going "shirtsleeves to shirtsleeves" in three generations.
July 29, 2016
17 Wealthy Families, Individuals Sign Gates-Buffett Giving PledgeThe pledge encourages billionaires to give the majority of their wealth to philanthropic causes.
July 26, 2016
How a Wealth Tax Could Reward Savvy Entrepreneurs and Wise InvestorsSeveral economists argue that a wealth tax could redistribute wealth from the idle rich to the Musks and Buffetts who create wealth, Noah Smith writes.
July 25, 2016
Why consumers’ attitudes toward life insurance are changingClients are taking more of a long-term view with their life insurance, and here's the result.
July 25, 2016
Why consumers’ attitudes toward life insurance are changingClients are taking more of a long-term view with their life insurance, and here's the result.