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
3 ways to make a difference with your money
By Jeff BucherMost people wonder whether theyve done enough if theyve made a positive impact, particularly as they plan for their retirement.
March 19, 2015
These are the 10 most tax-friendly states for retireesIf your clients are looking to maximize the value of accumulated retirement savings, these are the states they'll want to consider.
March 19, 2015
These are the 10 most tax-friendly states for retireesIf your clients are looking to maximize the value of accumulated retirement savings, these are the states they'll want to consider.
March 19, 2015
New Hire Roundup: Wilmington Trust Adds Managers, NJ OfficeMeanwhile, U.S. Bank's Private Client Reserve added a trust relationship manager and a wealth management advisor in Los Angeles.
March 17, 2015
2 ways to help protect non-U.S. spouses from estate tax liabilityThe U.S. government wants its estate taxes upfront from non-U.S. citizens.
March 17, 2015
Roth IRA changes to weigh for the 2014 tax yearNewly clarified IRS rules regarding 401(k)-to-Roth IRA rollovers could have tremendous estate planning implications.
March 17, 2015
Roth IRA changes to weigh for the 2014 tax yearNewly clarified IRS rules regarding 401(k)-to-Roth IRA rollovers could have tremendous estate planning implications.
March 10, 2015
How to Handle the NIIT for Trusts and EstatesThe impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.