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 boomer estate planning boom: 9 ways to get in on it
By David PortThe number of boomer candidates for estate planning guidance swells daily, with an estimated 10,000 boomers due to hit the traditional retirement age of 65 each day for the next 15 years.
April 28, 2016
Questions persist around settling Prince's estateHere's what Prince's death can teach the rest of us about estate planning.
April 28, 2016
Questions persist around settling Prince's estateHere's what Prince's death can teach the rest of us about estate planning.
April 19, 2016
Implement Multigenerational Planning With Kid-Friendly FinanceAdvise your clients on how they can develop their childrens smart money habits.
April 01, 2016
Why Americans don't write wills [infographic]A majority of American adults don't have a simple will, and some of the reasons may surprise you.
April 01, 2016
Why Americans don't write wills [infographic]A majority of American adults don't have a simple will, and some of the reasons may surprise you.
March 30, 2016
Recruiting Roundup: Merrill Grabs Morgan Team, Makes Leadership ChangesMeanwhile, Bay Area wealth management firm B|O|S adds Judith Gordon as an estate planning advisor.
March 28, 2016
How to Manage Flood of Data With DashboardsFor financial advisory firms, the bottom line may be dollars and cents, but experienced industry professionals understand that the most valuable currency is information.