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
Dealing with out-of-state property issues in estate plans
By Tom NawrockiIt's vital that family members participate in estate planning decisions involving out-of-state property.
July 31, 2015
Repeal of IRC section 1031: What your clients need to knowIRC Section 1031, a heavily used tax and estate planning strategy, is being threatened now by government officials.
July 31, 2015
Repeal of IRC section 1031: What your clients need to knowIRC Section 1031, a heavily used tax and estate planning strategy, is being threatened now by government officials.
July 30, 2015
What (and why) you need to know about digital estate planningMost Americans don't plan their estates a problem that is becoming harder to manage now that so many financial transactions happen online.
July 27, 2015
Estate Planning for the Modern Family: It’s Complicated, and Advisors Fall ShortSeventy percent of high-net-worth and affluent investors in a UBS survey said they felt financial advice was designed only for "traditional" families.
July 15, 2015
Changing your domicile: weighing estate costs and benefitsA change of residence that produces certain benefits could create unanticipated tax, legal and people issues.
July 15, 2015
Changing your domicile: weighing estate costs and benefitsA change of residence that produces certain benefits could create unanticipated tax, legal and people issues.
July 14, 2015
Don't leave your children any moneySet up a life insurance policy to leave a legacy so that you can spend pennies and your heirs will get dollars.