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
The Seven Deadly Sins of Year-End Financial Planning
By Bryce SandersThese lapses could tempt your client to forsake you for another advisor.
September 18, 2023
Protect Aging Clients Against Undue InfluenceThe perpetrators of this form of financial elder abuse could be the clients' own children.
September 13, 2023
Tifin Gives Small Firms Free Access to Investing Platform Through FPAFPA members with less than $100 million in AUM can use Tifin's investing and planning tools at no charge.
September 11, 2023
8 Ways Advisors Can Support Special-Needs PlanningGetting a robust financial plan in place can provide significant emotional relief to parents and families.
September 07, 2023
Wealth.com Launches Advisory Council, Moves to Expand AI-Assisted Estate PlanningCouncil members include Anna N'Jie-Konte, Dasarte Yarnway and Samantha Russell.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.
September 01, 2023
Why a Roth Conversion Is a Powerful Estate Planning ToolUnder the Secure Act, Roth IRAs allow beneficiaries to enjoy 10 years of tax-free account growth.
August 30, 2023
Why Your Black and Hispanic Clients Need a WillHaving a will increases the chances of achieving one's bequest target, a new study finds.