If you have unmarried (same-sex or opposite-sex) clients who are in long-term committed relationships, you can add enormous value to your services by advising them of the financial advantages and disadvantages of getting married....More
The desire to control the amount and timing of inheritances combined with philanthropic goals may offer opportunities and solutions that aren’t readily apparent to many wealthy individuals...More
About Trusts & Estates
Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations. Community members include estate-planning attorneys, corporate and individual trustees, bank trust officers, financial planners and investment professionals, CPAs, charitable giving experts, family office executives, insurance professionals and valuation experts.