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
Advisors Need New Estate and Trust Planning Tools as Demand Surges: Survey
By Michael S. FischerOutdated technologies impede customer experience, Envestnet MoneyGuide says.
February 02, 2022
This Top-Ranked Advisor Has Never Been Fired by a Widowed ClientThe fastest way to alienate widows is to rush into portfolio discussions, Spuds Powell, ranked No. 1 by Barron's and Forbes, tells ThinkAdvisor.
February 01, 2022
10 Things Advisors Should Know About Grantor TrustsGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
February 01, 2022
Creative Planning Buys Tax-Focused RIA in St. Louis MarketThe firm says it will hire more attorneys and CPAs in the region to create a tax and estate planning hub.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 21, 2022
4 Ways Advisors Are Capturing Money in MotionTrillions of dollars a year are changing hands from older to younger generations, Cerulli reports. Here's how advisors are attracting those assets.
January 20, 2022
The $84T Wealth Transfer Underway Now, by the Numbers: CerulliMoney is in motion, and advisors on the cutting edge of complex planning and wealth structuring tactics will benefit, Cerulli says.
January 13, 2022
New IRS Life Expectancy Tables Mean Lower RMDs in 2022"Some advisors may have forgotten that such a change was even possible," Natalie Choate writes at Morningstar.