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
Clinton’s Estate Tax Plan Doesn’t Address Her Own Tax Planning
By Lynnley BrowningThe Clintons would be liable for higher estate taxes under Hillary's proposal to increase taxes on high-income taxpayers.
January 07, 2016
The impressive income tax benefits of $5M+ lifetime gift exemptionsFor most clients whose estates are under $5.43M for individuals or $10.86M for married couples, life insurance is on sale.
December 30, 2015
Addressing beneficiaries in estate planningA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 30, 2015
Addressing beneficiaries in estate planningA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 23, 2015
States Can Impose an Estate Tax, TooMany advisors and their clients focus solely upon the impact of federal estate taxesto their potential detriment.
December 23, 2015
The 7 biggest insurance stories of 2015This was a busy year for agents, brokers, insurers ... and, well, just about everyone.
December 23, 2015
The 7 biggest insurance stories of 2015This was a busy year for agents, brokers, insurers ... and, well, just about everyone.
December 09, 2015
The charitable gift annuity: 10 talking points for donorsFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.