Displaying 10 results
Three-fifths of millennials don’t have a will or trust: Study
Survey of 15,000 millennials reveal a gap in generational planning as caregiving duties and homebuying struggles take their toll.
Wrong birthday info led to $130K in RMD penalties, plaintiffs say
A Wells Fargo client who was born in 1939 had his birthdate incorrectly recorded as 2001, according to a lawsuit.
Talking trusts: A win-win
As the pandemic and possible tax law changes lead more Americans to think about their estate plans, advisers should take the opportunity to discuss estate planning and trusts with their clients.
Ever hear of a ‘lay fiduciary’? There are 17.5 million of them
Group says nonprofessional plan fiduciaries who oversee assets in pension plans, foundations, endowments and trusts often don’t understand their responsibilities
Hightower lands conditional approval for national trust charter
Establishing a national trust charter has been a priority since CEO Bob Oros took over in January 2019. The new Hightower Trust Company is expected to be open for business later this year.
Special-needs planning is about much more than ABLE accounts and trusts
When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would benefit from guardianship and conservatorship in adulthood and if so, who will be their guardian and oversee their trust, are important.
Inheriting client assets? Finra says not so fast
The new rule requires reps to receive written permission before accepting an inheritance
Understanding the Nuances of Irrevocable Trusts
In estate planning, are irrevocable trusts a good option?
Ask an Advisor: Trusts for an entrepreneur’s family
The case study of a family with complicated needs in the wake of a big sale
The case for relocating your irrevocable trust
Moving a trust to another state can extend its life or reduce your income taxes.
