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
Demand for RIAs Will Keep Growing, Schwab Execs Say
By John ManganaroToday's top clients want "real guidance," not product sales, Advisor Services head Bernie Clark says.
October 18, 2023
3 Steps to Helping Clients With TrustsTo maintain family assets across generations, build emotional trust and work with legal trusts when it makes sense.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
October 13, 2023
Best & Worst Annuity and Life Insurance Providers: J.D. Power, 2023Satisfaction is rising as more clients start using life insurance and annuities for financial planning.
October 03, 2023
7 Trends in Year-End Planning for Wealthy ClientsMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.
September 28, 2023
Schwab Launches Online Inheritance HubThe center aims to help investors handle paperwork digitally and gives them access to dedicated estate professionals.
September 28, 2023
Senate Republican Calls for Tightening Net Investment Income Tax RulesRick Scott used the issue to take a swipe at the Biden family's income taxes.
September 26, 2023
The Seven Deadly Sins of Year-End Financial PlanningThese lapses could tempt your client to forsake you for another advisor.