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
Study Finds Parent-Child Disconnect on Discussing Estate Plans
By Michael S. FischerFidelity has introduced an online tool to facilitate the estate planning process.
December 22, 2016
Lawyers for Wealthy Await Trump’s Estate Tax PlanDespite Trumps vow to end the tax, trust and estate professionals dont appear panicked that a revenue stream is about to dry up.
December 22, 2016
7 Estate Planning Resolutions for Clients to Make NowGiven the uncertainty surrounding estate planning legislation, many clients may be reluctant to focus on their estate planning goals.
December 13, 2016
The End of Long-Term Care Insurance as We Know It?Many insurance carriers who have exited the traditional LTCI market have developed alternative products.
December 09, 2016
Can an Algorithm Assess Investors’ Complex Financial Needs?The future of financial advice is bionic, CEO David Siegel of Investopedia said.
December 06, 2016
7 Estate Planning Resolutions for Clients to Make NowThe post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
December 06, 2016
5 ways to go above and beyond for your clientsUpdating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients.
December 06, 2016
5 ways to go above and beyond for your clientsUpdating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients.