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
Collaborative Divorce: How Advisors Can Help Their Clients Split Amicably
By Jodi Furr ColtonThis alternative divorce process keeps couples out of court, and advisors have an important role to play.
February 15, 2023
From Harvard Law to High-Net-Worth AdvisorFinancial advisor David Hamilton is on a mission to help young professionals build intergenerational wealth.
February 13, 2023
How Taxation of Life Settlement Proceeds Works NowThe size of the tax bill depends partly on the health status of the client.
February 10, 2023
What Life Insurers Are Saying About Death NowCOVID-19 has eased up, but it, and other threats, are still lurking in the earnings.
February 09, 2023
12 Federal Budget Cut Ideas That Could Hit Retirement Savers HardLawmakers could use some of these items to offset the cost of spending and tax break proposals.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.
February 03, 2023
Secure 2.0 Adds RMD Flexibility for Surviving SpousesNew rules for the treatment of a deceased spouse's IRA offer some potentially beneficial planning options.
January 31, 2023
Why UHNW Families Are Forming Private Trust CompaniesThis structure gives families more control over investments and distributions and more flexibility over asset and governance issues.