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
The charitable gift annuity: 10 talking points for donors
By Tom NawrockiFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
November 16, 2015
U.S. Bank Offers HNW Families Thematic Investment ExposurePartnership with Motif Investing will develop portfolios around seven long-term trends.
November 10, 2015
Top 15 Charities for 2014 FundraisingDonor-advised sponsors have elbowed their way into the top ranks of U.S.-based charities, according to The Chronicle of Philanthropys list of the 400 top nonprofits.
November 10, 2015
The new IRS rules on estate closing lettersWhat had once been a routine courtesy is now something that you or your clients will have to make a special request for.
November 10, 2015
The new IRS rules on estate closing lettersWhat had once been a routine courtesy is now something that you or your clients will have to make a special request for.
October 30, 2015
Estate planning for elderly clients: weighing the issuesGiven their aversion to discussing mortality, some seniors are racing against the clock to establish an estate plan.
October 30, 2015
Estate planning for elderly clients: weighing the issuesGiven their aversion to discussing mortality, some seniors are racing against the clock to establish an estate plan.
October 29, 2015
When foreign wills become a problemA U.S. appellate court reversed a circuit court decision, ruling that a nuncupative will executed in Argentina was invalid.