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
Principal Ordered to Pay $7.3M to Medical Research Foundation
By Allison BellThe foundation says the company let an advisor recommend unsuitable life and annuity products.
June 12, 2024
How Advisors Can Help Women Adjust to WidowhoodDebt is a major financial challenge facing widowed women, a Thrivent survey found.
June 12, 2024
Ed Slott: Time for Some Clients to Ditch Traditional IRAsLow tax rates and big federal budget concerns put the traditional IRA in a precarious position, he says.
June 11, 2024
How a New Supreme Court Ruling Could Affect Business Owner ClientsOne reaction: Users of buy-sell agreements should take the disclaimers about consulting with tax advisors seriously.
June 07, 2024
Supreme Court Rules Against Estate in Business Buy-Sell CaseA stock redemption agreement didn't offset the value of the life insurance used the arrangement, the justices found.
June 05, 2024
American College to Roll Out Tax Planning CertificationJeff Levine worked with the college to create the Tax Planning Certified Professional designation.
May 30, 2024
Show, Don't Tell: How to Boost Advisor Confidence Around Complex TopicsImages can help make topics like tax and estate planning clearer for clients and advisors. Here's an example.
May 29, 2024
How to Give Clients What They Really WantAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.