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 to Talk With Adult Children About Prenups
By Robert Bloink and William H. ByrnesClients who are concerned for their engaged child’s financial well-being should understand that they have options.
May 09, 2025
6 Keys to Keeping the Relationship When Your Client DiesDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.
May 08, 2025
HNW Families Need Advice on Wealth TransferIn an RBC Wealth survey, 65% of wealth "givers" and 94% of receivers said they wanted professional help.
May 07, 2025
9 Services Ultra-Wealthy Clients WantA large share of the wealthiest investors have needs that advisors aren't meeting, a CEG report finds.
May 05, 2025
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions RemainClients can now get 1099s for their qualified charitable distributions. Still, advisors must ensure clients follow the rules.
April 30, 2025
How to Prevent an Inheritance Nightmare When Clients Own CryptoWithout proper planning, digital assets can be stolen or lost forever when the owner dies, attorney Michael Hackard warns.
April 22, 2025
Estate Planning for Super-LongevityLiving longer can be a great thing, but it does require additional planning.
April 22, 2025
How a Car Dealership Titan Wrecked a Family LegacyInfighting and confusion often replace gratitude and cooperation as significant wealth is grown and shared.