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
5 Ways to Protect Clients' Estate Wishes Before They Get Married
By Elisabeth Salvadore | Salvatore A. PolidoroIt's important to review several issues to ensure that their plans will be properly followed upon their death.
January 16, 2024
What the Hungary Tax Treaty Termination Means for AdvisorsThe Treasury Department has canceled a tax treaty, one in effect since 1979. That's unusual.
January 08, 2024
Estates Sue Over $26M in Life Policies Held by U.S. BankThe plaintiffs call the policies stranger-originated and maintain that investors have no right to the death benefits.
January 07, 2024
Navigating the Great Wealth TransferOnly 13% of young investors plan to use their parents' financial professionals.
January 04, 2024
Wealth.com Brings Estate Planning to the AI AgeThe advisor-facing platform can do what once took 20 hours in mere minutes, CEO Rafael Loureiro says.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 29, 2023
When Is the Right Time to Ask Clients About Writing a Will?A new report finds context matters a lot when it comes to this basic step in legacy planning.
December 26, 2023
Freeze an Asset's Value With an Installment Sale: Tax LawyerWhen done right, these transactions "can produce eye-popping transfer tax savings," CBS Brokerage exec Jack Elder says.