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
Estate planning for elderly clients: weighing the issues
By Ed McCarthyGiven their aversion to discussing mortality, some seniors are racing against the clock to establish an estate plan.
October 29, 2015
When foreign wills become a problemA U.S. appellate court reversed a circuit court decision, ruling that a nuncupative will executed in Argentina was invalid.
October 27, 2015
A re-cap from Ed Slott's Elite IRA Advisor Group workshopAdvisors from across the nation gathered in Denver, Colorado last week for the Ed Slott's Elite IRA Advisor Group workshop.
October 27, 2015
A re-cap from Ed Slott's Elite IRA Advisor Group workshopAdvisors from across the nation gathered in Denver, Colorado last week for the Ed Slott's Elite IRA Advisor Group workshop.
October 22, 2015
IRS Announces 2016 Tax Rates, Exemptions; Boosts LTC DeductionsLow inflation leads to slight increases for top income tax rate and estate tax exclusion, but higher deductions for eligible long-term care premiums.
October 22, 2015
How to Destroy Trust, the Very Most Important Thing in the Whole Wide WorldHere's what I learned from an employee and a friend: Correcting their word usage can shred the fabric of trust in a relationship.
October 12, 2015
SLAT: A flexible tax reduction strategyThe SLAT is creating positive buzz because it combines the estate tax savings of an ILIT with lifetime access to tax-advantaged cash value.
October 12, 2015
SLAT: A flexible tax reduction strategyThe SLAT is creating positive buzz because it combines the estate tax savings of an ILIT with lifetime access to tax-advantaged cash value.