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
When foreign wills become a problem
By Tom NawrockiA U.S. appellate court reversed a circuit court decision, ruling that a nuncupative will executed in Argentina was invalid.
October 22, 2015
IRS Announces 2016 Tax Rates, Exemptions; Boosts LTC DeductionsLow inflation leads to slight increases for top income tax rate and estate tax exclusion, but higher deductions for eligible long-term care premiums.
October 22, 2015
How to Destroy Trust, the Very Most Important Thing in the Whole Wide WorldHere's what I learned from an employee and a friend: Correcting their word usage can shred the fabric of trust in a relationship.
October 12, 2015
SLAT: A flexible tax reduction strategyThe SLAT is creating positive buzz because it combines the estate tax savings of an ILIT with lifetime access to tax-advantaged cash value.
October 12, 2015
SLAT: A flexible tax reduction strategyThe SLAT is creating positive buzz because it combines the estate tax savings of an ILIT with lifetime access to tax-advantaged cash value.
October 08, 2015
USAA Debuts Online Financial Planning Tool for Military Members, Veterans and Their FamiliesThe Financial Readiness Score comes on line just weeks before new pension plan options for veterans are expected to take effect.
October 02, 2015
Top Portfolio Products: Schwab Adds Commission-Free ETFsThere are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
September 25, 2015
Now Is the Time for Charitable Lead TrustsFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.