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
Can a Reverse Mortgage Crash-Proof Your Client's Retirement?
By Jane Wollman RusoffA new study shows they can greatly reduce income volatility, reverse mortgage specialist Phil Walker tells ThinkAdvisor.
February 01, 2022
10 Things Advisors Should Know About Grantor TrustsGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
February 01, 2022
Creative Planning Buys Tax-Focused RIA in St. Louis MarketThe firm says it will hire more attorneys and CPAs in the region to create a tax and estate planning hub.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 21, 2022
4 Ways Advisors Are Capturing Money in MotionTrillions of dollars a year are changing hands from older to younger generations, Cerulli reports. Here's how advisors are attracting those assets.
January 20, 2022
The $84T Wealth Transfer Underway Now, by the Numbers: CerulliMoney is in motion, and advisors on the cutting edge of complex planning and wealth structuring tactics will benefit, Cerulli says.
January 13, 2022
New IRS Life Expectancy Tables Mean Lower RMDs in 2022"Some advisors may have forgotten that such a change was even possible," Natalie Choate writes at Morningstar.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.