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
Combine ILITs with IRA trusts to maximize inherited IRA benefits
By Robert Bloink, William H. ByrnesCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 11, 2016
Combine ILITs With IRA Trusts to Maximize Inherited IRA BenefitsEstate planning for IRA assets can be complicated. An irrevocable life insurance trust with an IRA trust can provide a solution.
February 04, 2016
How to Boost IRA Rollovers as DOL Fiduciary Rule Looms and Competition GrowsIf advisors want to attract more rollover assets, they need to offer more than just money management and asset allocation models, says Janus' Matt Sommer.
February 03, 2016
Changes to estate planning laws in 2016: what to expectThe most significant regulatory changes limit the tax advantages for spin-off transactions involving a REIT.
February 03, 2016
Assisted suicide & estate planning: issues to weighAn 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.
February 02, 2016
Changes to estate planning laws in 2016: what to expectThe most significant regulatory changes limit the tax advantages for spin-off transactions involving a REIT.
February 01, 2016
Choose Your Strategy for Wealth PreservationAdvisors are employing tools ranging from alternative investments to long-term care policies to meet the imperative of preserving client assets.
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.