Featured Trusts and Estates Stories

Revocable Trusts vs. Irrevocable Trusts: Which Trust Is Right for Your Clients?

An irrevocable trust trades control for a whole lot of tax benefits.

Top 10 Estate Planning Tax Facts for 2019

After the major tax overhaul, here are the top estate planning issues that clients may need to consider this year.

How a UBS Exec Gets Families to Open Up About Wealth Transfer

Judy Spalthoff of UBS tells ThinkAdvisor some tools and techniques to guide these conversations — including a card game.

Living Trusts

Annuities and Trusts: A Tricky Combination

ING Trusts: The Hot Trend in HNW Estate Planning

Section 1035-Your Way Out of Obsolete Life Insurance Trusts

Supreme Court Hands HNW Clients New Trust Planning Strategy

100 Questions to Ask in an Estate Planning Interview

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Estate Tax Planning

How the IRS' Tax Backlog Could Affect Your Clients

3 Tax Planning Strategies to Consider Now

5 Ways Advisors Can Ease Clients' Tax Concerns Now

Swedroe, Kotlikoff Warn Advisors to Prepare for Higher Taxes After Pandemic

A Big IRA Question: Do I Change the Beneficiary Post-Secure Act?

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Wealth Transfer

Generational Wealth Transfer to Hit $68 Trillion Over 25 Years: Cerulli

How Will Millennials Invest Their New Wealth?

10 Big Financial Mistakes Wealthy Families Make

How to Engage the Decumulation Generation

Using Insurance to Help Wealthy Clients 'Disinherit the IRS'

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Special Needs

How Stephen Hlibok Became Merrill’s First Deaf Advisor

Investing in 529, ABLE Plans? Better Check Tax Law Changes

529 ABLE Accounts: The Special Needs Planning Tool Advisors Overlook

How a Father of 2 Autistic Kids Built an Advisory Niche

How Advisors Can Help Families With Special-Needs Children

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