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
RUFADAA: The most important law you’ve never heard of
By Jeffrey LevineRUFADAA solves many of the problems faced when executing a legal digital estate plan, but it isn't yet federal law.
August 18, 2016
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
August 11, 2016
Famed Investor Bill Miller Leaves Legg Mason After 35 YearsMiller to buy Legg Masons stake in his fund company LMM; move ends Millers long relationship with Legg Mason.
August 09, 2016
Top 5 Tips for Nonprofessional TrusteesFollowing these suggestions will help even nonprofessional trustees understand their responsibilities and avoid typical pitfalls.
August 04, 2016
Treasury Proposes to Close Estate and Gift Tax LoopholeThe loophole primarily affects families' stakes in businesses, Rose Watson of Commonwealth Financial says.
August 01, 2016
Why So Many Wealthy Families Lose It All in 3 Generations, and How to Stop ItCoach and ex-psychologist Courtney Pullen tells ThinkAdvisor how he prevents wealthy families from going "shirtsleeves to shirtsleeves" in three generations.
July 29, 2016
17 Wealthy Families, Individuals Sign Gates-Buffett Giving PledgeThe pledge encourages billionaires to give the majority of their wealth to philanthropic causes.
July 26, 2016
How a Wealth Tax Could Reward Savvy Entrepreneurs and Wise InvestorsSeveral economists argue that a wealth tax could redistribute wealth from the idle rich to the Musks and Buffetts who create wealth, Noah Smith writes.