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
Repeal of IRC section 1031: What your clients need to know
By Tom NawrockiIRC Section 1031, a heavily used tax and estate planning strategy, is being threatened now by government officials.
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.
July 14, 2015
5 tips for keeping original paperwork of key estate planning documentsOlder copies of a will or estate plan can create confusion or allow disgruntled heirs to sow confusion.
July 13, 2015
Final Regs Clear Path to Portability for Smaller EstatesClients leaving relatively modest estates should pay attention to the recently released IRS final regulations governing the deceased spousal unused exclusion amount.
July 11, 2015
How clarity leads to trust onlineA fancy new website with all the bells and whistles is great. Just make sure you dont neglect the writing.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.