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
Middle-Income Americans Desperately Need Financial Advice: Financial Finesse
By Jane Wollman RusoffCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
June 28, 2017
Cold Calling Superstar Shares His SecretsFormer advisor Mike Brooks tells ThinkAdvisor how he went from cold calling underperformer to leading sales expert and script writer.
June 28, 2017
5 Possible Weird Senate Health Bill EffectsThe Better Care act could make the health risk hot potato roll in unexpected directions.
June 27, 2017
How Advisors Can Help Prevent Wealthy Families From Losing It AllIn his book, More Than Money, Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
June 13, 2017
Avoid These Mistakes When Working With WidowsThe most innocuous, well-meaning comment can grate on a newly minted widow or widower.
June 13, 2017
Trust Planning with AnnuitiesHere's a tool that may help you build relationships that cross generations, and professional silos.
June 12, 2017
IRS Offers Temporary Portability Election Crisis FixA family will have at least two years after a death to avoid having to ask for a private letter ruling.
June 08, 2017
Will DOL Fiduciary Rule Be Watered Down?The possibility of weakening the rule worries Betterment CEO Jon Stein.