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
Assisted suicide & estate planning: issues to weigh
By Tom NawrockiAn idea that once revolved around the lone efforts of Dr. Jack Kevorkian assisted suicide has now gone mainstream, which raises a number of questions for life insurers.
January 15, 2016
Clinton’s Estate Tax Plan Doesn’t Address Her Own Tax PlanningThe Clintons would be liable for higher estate taxes under Hillary's proposal to increase taxes on high-income taxpayers.
January 13, 2016
Recruiting Roundup: LPL Adds 25-Branch Bank to PlatformThe $750 million group is based in Pennsylvania and recently added a $120 million rep to its wealth operations.
January 07, 2016
The impressive income tax benefits of $5M+ lifetime gift exemptionsFor most clients whose estates are under $5.43M for individuals or $10.86M for married couples, life insurance is on sale.
January 07, 2016
The impressive income tax benefits of $5M+ lifetime gift exemptionsFor most clients whose estates are under $5.43M for individuals or $10.86M for married couples, life insurance is on sale.
December 30, 2015
Addressing beneficiaries in estate planningA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 30, 2015
Addressing beneficiaries in estate planningA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 23, 2015
States Can Impose an Estate Tax, TooMany advisors and their clients focus solely upon the impact of federal estate taxesto their potential detriment.