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
LPL Testing Paraplanning, Other Advisor Programs
By Janet LevauxThe firm is learning from innovators such as Peloton and Amazon to offer its advisors more digitally based services.
July 28, 2021
Ed Slott: This Big Mistake Sets Up Clients for Inherited IRA ProblemsIn a speech to the American Institute of CPAs, the tax expert outlined the nuances of inherited IRAs, especially after the Secure Act.
July 26, 2021
It's Never Too Early to Think About Estate PlanningAdvisors should encourage young investors to start the process, choose beneficiaries, and think about making a long-term impact..
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 19, 2021
Where Did the Mass Affluent Households Go?The number of households in this group dropped about 13% from a year ago, Hearts & Wallets found.
July 08, 2021
Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech RoundupAlso, Sterling Trustees joins the Envestnet Trust Services Exchange to provide trust administration services to RIAs and BDs.
July 07, 2021
How to Help Widows Avoid Financial Risks of RemarriagePlanner Kathleen Rehl, a remarried widow herself, tells ThinkAdvisor how advisors can help these clients avoid financial exploitation.
July 02, 2021
Financial Advice From a Bank? Customers Who Take It Love ItBank customers are unlikely to seek advice but most will follow it when they receive it, J.D. Power finds.