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
February 03, 2025
What’s Changed With Retirement Policy in Two Years of Secure 2.0?Join professors Robert Bloink and William H. Byrnes on Feb. 19 to get up to speed.
January 30, 2025
Tax Tips When Naming a Trust as IRA BeneficiaryRMD rules for trusts are different than those for other beneficiaries.
January 24, 2025
Vanilla Rolls Out Estate Planning Assistant for AdvisorsV/AI Copilot, powered by artificial intelligence, aims to help advisors work with complex documents.
January 23, 2025
Wealth.com Nabs Nitrogen Exec for Key RoleDan Bolton will serve as head of marketing for the estate planning platform.
January 23, 2025
Your Clients May Live to 100. Don't Use the 60/40 Glidepath.Advisors face a big challenge: helping clients with a retirement that could last as long as their careers.
January 22, 2025
Widows Will Inherit $51 Trillion in Great Wealth Transfer: CerulliWith so much money poised to be passed on to women, advisory firms should address gender service gaps.
January 21, 2025
7 Need-to-Know Details About Tax-Exempt GiftingThere’s a lot more to consider in 2025 than the $19,000 per-beneficiary limit on such gifts.