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
How Advisors Can Help Clients Navigate Cognitive Decline
By Ari BrojdeElder abuse is all too common. You can help stop it.
July 23, 2024
6 Traits of People Passing Down Wealth in Next DecadeHere's what to know about who's transferring wealth now, according to Altrata.
July 19, 2024
What to Know Now About IRS' Final RMD Regs: Jeff LevineAdvisors have a lot of catching up to do in the weeks ahead, the CPA and "planning nerd" says.
July 19, 2024
New Final IRS Regs Affect Where Annuities Fit in RMDsThe regulations also affect how the Secure 2.0 income annuity provisions work.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 17, 2024
5 Secrets for Reaching Affluent 'Legacy Leavers'These prospects want to leave money to loved ones, and many expect to inherit more assets soon.
July 17, 2024
12 States With the Biggest Federal Gift Tax BillsClients may have only a vague idea this federal tax exists, let alone how it works.
July 16, 2024
Integrated Partners Adds Estate Planning Tools From Wealth.comThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.