Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTs
By Jeff BermanCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.
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 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.
June 17, 2021
Hightower Nears Launch of National Trust CompanyThe RIA tapped Tanya D. Simpson, former managing director of Charles Schwab Trust Co., to lead the business.
June 08, 2021
Which Kind of Trust Is Right for Your Client? 9 Questions to AskYour clients' reason for establishing a trust is the key to helping them choose the best option.
April 21, 2021
8 Trusts That Can Help Reduce Estate TaxesIf proposals from President Biden and Sen. Bernie Sanders come to pass, demand for these trusts could rise dramatically.
December 16, 2020
6 Economic Predictions for 2021: Northern TrustChief Investment Officer Bob Browne explains his take on the U.S. economy and political scene and how markets will respond.
December 16, 2020
10 Facts to Know About Irrevocable TrustsAn irrevocable trust is a valuable estate planning tool for tax avoidance and asset protection, but there are limitations to be aware of.