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
Here are 9 ways to preempt a will contest
By Tom NawrockiWill contests are a frustratingly common occurrence among heirs who feel they havent gotten their just rewards.
May 16, 2016
The Bay State Difference for Estate TaxesIn Massachusetts, wealthy married decedents can take advantage of a separate state GTIP election.
May 10, 2016
Eye on testamentary trusts: 7 benefits for clientsThe benefits of a testamentary trust may outweigh one notable drawback among clients for whom probate is a long way off.
April 29, 2016
The boomer estate planning boom: 9 ways to get in on itThe number of boomer candidates for estate planning guidance swells daily, with an estimated 10,000 boomers due to hit the traditional retirement age of 65 each day for the next 15 years.
April 29, 2016
The boomer estate planning boom: 9 ways to get in on itThe number of boomer candidates for estate planning guidance swells daily, with an estimated 10,000 boomers due to hit the traditional retirement age of 65 each day for the next 15 years.
April 29, 2016
Estate & retirement planning together: constructive or conflictive?Adding retirement planning to your value proposition may be a winning strategy when working with estate planning clients.
April 29, 2016
Estate & retirement planning together: constructive or conflictive?Adding retirement planning to your value proposition may be a winning strategy when working with estate planning clients.
April 28, 2016
Questions persist around settling Prince's estateHere's what Prince's death can teach the rest of us about estate planning.