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
10 Reasons Your Client Needs a Wealth Report
By Bryce SandersA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.
November 01, 2021
The Big Social Spending Bill Could Keep Changing: Estate PlannerKeith Grissom says anyone who was watching negotiations before should stay awake now.
October 26, 2021
Backdoor Roth Closing? 4 Reasons Taxable Accounts Beat IRAs, 401(k)s: Morningstar's BenzHigh-income retirees may be tempted to boost after-tax IRA contributions, but Morningstar's personal finance expert says there's a better option.
October 25, 2021
Improving Your Brand Could Help in Washington: Finseca CEOOne possible beneficiary: Efforts to keep the federal government from taxing life insurance.
October 15, 2021
Is Setting Up a Trust in South Dakota Really Worth It?For those with only a few zeroes in their fortunes, it might not be worth the hassle.
October 13, 2021
The Biggest Financial Planning Mistakes Clients Make: Advisors' AdviceMistakes run the gamut from not having a plan at all to tax errors costing thousands of dollars, financial advisors say.
October 13, 2021
Debate: Should Congress Tighten Tax Rules on Grantor Trusts?Under the Democrats' tax plan, assets transferred to a grantor trust would be included in the grantor's estate for estate tax purposes.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.