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
Eye on testamentary trusts: 7 benefits for clients
By Tom NawrockiThe benefits of a testamentary trust may outweigh one notable drawback among clients for whom probate is a long way off.
April 29, 2016
Estate & retirement planning together: constructive or conflictive?Adding retirement planning to your value proposition may be a winning strategy when working with estate planning clients.
April 29, 2016
Estate & retirement planning together: constructive or conflictive?Adding retirement planning to your value proposition may be a winning strategy when working with estate planning clients.
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.