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
5 Reasons Affluent Clients Might Need Long-Term Care Insurance
By Margie BarriePaying for care with their own assets could have steep tax and estate planning consequences.
August 17, 2022
Charitable Giving Back at Near Pre-Pandemic Levels: ReportBNY Mellon Wealth Management says the number of gifts, average gift size and total dollar amount of gifts grew from 2020.
August 03, 2022
Kitces: 10 Questions to Ask When Building a Year-End Tax Planning ChecklistKey issues to focus on include taxes, cash flow, insurance and estate plans, Michael Kitces says.
August 01, 2022
10 Steps Advisors Should Take to Protect Their Clients' Portfolios NowBuckingham's Jeffrey Levine, Larry Swedroe and Kevin Grogan address the planning implications of a recession and inflation.
July 27, 2022
8 Reasons Stress Testing Your Client's Financial Plan Is a MustFor one thing, inflation can eat away at clients' portfolios, according to eMoney.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 15, 2022
Schwab Files Complaint in Fight Over Inherited IRAAn inherited Roth IRA is at the center of a dispute after a client requested a beneficiary change days before dying.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.