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 Reality Checks for Overly Optimistic Clients
By Bryce SandersWhat happens when clients think the good times of 2024 are endless? It's up to advisors to pose tough questions and take action.
March 21, 2024
What to Know About the New Bill Targeting GRATs and 'Abusive Trusts'The Getting Rid of Abusive Trusts Act is intended to make these trusts less attractive for tax avoidance.
March 20, 2024
Here Are the State Tax Bills for Wealthy Clients to Watch in 2024Surtaxes on the rich are stuck in committee. Estate planning law updates and cryptocurrency measures are moving.
March 15, 2024
How Advisors Can Make a Difference for Aging ClientsFinancial professionals need to navigate end-of-life discussions to provide support as conditions change.
March 14, 2024
Orion Launches New Tech Tools for Estate Planning, Client Goal-SettingThe firm has unveiled a number of new tools and initiatives at its annual Ascent conference in San Diego.
March 14, 2024
12 Biggest U.S. Life, Health and Retirement Tax Breaks: 2024This is where lawmakers look when they're hungry for revenue.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 13, 2024
4 Things Advisors Must Know About Beneficiary DesignationsAdvisors who think a will controls the disposition of all assets at death are making a big mistake.