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
Year-End Tax Planning More Urgent as GOP Policy Changes Loom
By Bernice NapachSince tax policy is likely to change soon in big ways, here are some suggestions for financial advisors working with wealthy clients.
November 02, 2016
The State of Retirement for Small Business Owners: Not Good, Says BMOThree-quarters of small business owners have less than $100,000 saved for retirement, a survey by BMO Wealth Management found.
October 26, 2016
Where Wealthy Donors Give and What They Expect: U.S. Trust SurveyThe wealthy contributed to eight different nonprofit organizations on average, with most giving to basic needs groups.
October 25, 2016
Schwab’s Bernie Clark Urges Advisors to Evolve; Unveils Robo-Advisor UpgradesSince wirehouses want to look like you, head of Schwab custody unit urges advisors to evolve to meet client needs.
October 21, 2016
4 Ways to Limit Taxes on Retirement WithdrawalsVanguard investment strategest Colleen Jaconetti talks about the most tax-efficient ways to sequence withdrawals from retirement accounts.
October 21, 2016
Schwab, Fidelity Having Banner Year for Charitable GivingThe donor-advised funds of Schwab and Fidelity report big increases in deployments through the third quarter.
October 18, 2016
‘Huge’ Wealth Transfer in Sight: UBS, PwC ReportIn the U.S. alone, about $1.1 trillion will transfer to the next generation over a period of 20 years, the report estimates.
October 15, 2016
Charitable giving with life insurance: 4 fall planning ideasWith asset values rising for some clients, charitable planning may be back as an attractive opportunity in 2016.