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
The Pros and Cons of AB Trust Planning: Is It Still Effective?
By Commonwealth Financial NetworkWith the increase in the estate tax exemption and the introduction of portability, your clients may be questioning their existing strategy.
May 31, 2017
Gundlach: Robos Could Cause Next Crash; Passive Mania Will WaneSpeaking at FPA NorCal, the bond king sounds off on passive investing, robos, rates and the S&P 500.
May 31, 2017
To Involve the Family in Financial Planning, Start With These 3 TopicsThese tips will help you engage the next generation of clients in planning for the most critical financial stages in life.
May 31, 2017
When Life Insurance Isn’t a Lifetime InvestmentWhen a client needs to part with a permanent type of life insurance policy like whole life, be sure to carefully evaluate the tax consequences.
May 26, 2017
Fund Expenses Drop 7% in 2016; Vanguard Leads the Pack: MorningstarThe largest fund family had an asset-weighted average expense ratio of 0.11% last year, the research firm says.
May 22, 2017
TIAA's Target Date Fund Alternative Acts Like a PensionPartnering with DFA, TIAA developed a model that focuses on income rather than accumulation.
May 16, 2017
Judge Weighs 'Bizarre' Contract Dispute Between Delta Retirees, InsurerThe case hinges on provisions for determining who got the rebates from the drug manufacturers.
May 12, 2017
Heads of Wealthy Families Hold Off Disclosing Inheritance: Wilmington TrustAmong wealth holders, 67% are apprehensive about sharing inheritance details.