Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy Clients
By John ManganaroMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
June 09, 2023
3 Tax-Smart Strategies to Help Clients Plan for CollegeHigher education is a significant investment for many families, but advisors can make it less daunting.
April 03, 2023
Watch Out When Using This Type of Trust: IRSThis kind of annuity trust can be misused by promoters, advisors and taxpayers trying to eliminate ordinary income and capital gains.
March 21, 2023
Sens. Warren, Sanders Urge Crackdown on TrustsUltra-wealthy investors' "wealth managers are bragging" about the effectiveness of their "tax dodging tricks," the senators write.
March 17, 2023
Do All of Your Clients Have an Estate Plan? They Probably Should.Starting the process early yields the best results, attorney Holly Geerdes tells ThinkAdvisor.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.
January 25, 2023
Get Ready to Resume RMDs From Inherited IRAs in 2023Advisors and clients should be prepared because the IRS is expected to act this year, income experts say.