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
Sens. Warren, Sanders Urge Crackdown on Trusts
By Melanie WaddellUltra-wealthy investors' "wealth managers are bragging" about the effectiveness of their "tax dodging tricks," the senators write.
March 10, 2023
Biden Hopes to Tax 'Frozen Cash Value' Life ContractsThe proposal could have a retroactive effect on some wealthy estate planning clients.
March 09, 2023
A Retirement Recipe for Advisors Who Don't 'Cook'Popular consultant Marcia Mantell's latest book is for production-based advisors and agents whose clients need retirement help.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
March 06, 2023
10 Financial Planning Questions a Chatbot Would Never AskArtificial intelligence can't get to the heart of what your clients really want. You can.
March 02, 2023
6 Trust and Will Considerations That Can't WaitThe loved ones of people who are incapacitated or die unexpectedly face hardships when missing the right documents.
February 28, 2023
Estate Planning Wisdom, Passed Down for 300 YearsAdvisor Glenn Preston Evans says that if his free Black ancestors could secure a family legacy, anyone can.
February 27, 2023
Quiz: Can You Name That Trust?Step right up and put your knowledge of estate planning to the test.