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
Quiet Trusts Need Not Be Silent: The Delayed Notification Option
By Adrienne PentaThe option to delay notification to beneficiaries offers unique advantages, but clients should clearly understand the drawbacks of keeping a trust quiet.
June 24, 2016
Planning for the modern family: 3 life insurance scenariosOne option to minimize estate taxes and enhance flexibility and liquidity is through an irrevocable life insurance trust.
June 21, 2016
The rules for revoking an irrevocable trustMany states let clients terminate a trust and transfer its assets to another trust, also known as decanting."
June 21, 2016
The rules for revoking an irrevocable trustMany states let clients terminate a trust and transfer its assets to another trust, also known as decanting."
June 20, 2016
As Clients Age, Advisors Must Serve Entire FamilyAdvance planning is critical to help clients manage cognitive decline, and a key part of that plan is the family.
June 16, 2016
Think Estate Planning Should Be Left to the Attorney? Not So Fast ...Before you decide to leave your clients estate planning to the attorney, consider that youre the one best positioned to help that estate plan succeed.
June 07, 2016
New Estate Planning Strategies for a Post-Portability WorldIn particular, if your clients are still relying on credit shelter trusts set up before 2013, beware the adverse tax consequences.
June 03, 2016
Here are 9 ways to preempt a will contestWill contests are a frustratingly common occurrence among heirs who feel they havent gotten their just rewards.