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
3 Lessons Prince Left Agents and Advisors
By Allison BellThe Rock and Roll Hall of Famer died a year ago, without a will.
April 10, 2017
Planning for Longer Lives: Fading CapacityA corollary to planning for higher income in retirement is planning for the time when one may not be able to manage ones own care.
April 07, 2017
Trusts for Difficult SituationsJust getting into advanced planning? Here's a look at how skilled practitioners can help families.
April 06, 2017
Where There’s a Will, There’s a Way — if Loved Ones Can Find ItMany Americans die without telling their family members where to find their wills or how their estates will be divided, a BMO report says.
April 06, 2017
How to Avoid Extra Taxes When Clients Avoid MarriageEstate planning for unmarried couples requires an "individualized and resourceful approach."
April 04, 2017
A Primer for Strategically Gifting AssetsLeverage this knowledge to have more successful planning discussions with your high-net-worth clients.
April 03, 2017
When You’re Gone, Will Your Firm Endure?Many advisors find themselves stuck when it comes to creating a viable succession or exit plan.