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
HNWs Worry About Unintended Consequences of a Big Inheritance
By Michael S. FischerMany wealthy people worry that too large an inheritance will discourage family members from reaching their full potential, a Merrill study finds.
April 21, 2015
Protecting windfalls: GRATs versus dynasty trustsThe basic choice comes down to whether the client wants to fund a trust for appreciating assets in the near or longer term.
April 18, 2015
Don't be a jerk: Do the right thingSure, you can go for the quick score. But having the integrity to do whats right will bring you lasting success.
April 15, 2015
7 more strategies for increasing salesFinding the right type of prospect is fundamental to your success. You can do it with the help of these 7 tips.
April 10, 2015
5 Steps to Help College Graduates With Student DebtProviding solid postgraduate financial planning can help your clients children get off on the right foot while solidifying ties with your clients.
April 10, 2015
10 Best & Worst States for Low-Income TaxpayersState and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
April 08, 2015
When Stock Appreciates: Rethinking Clients’ GRAT Asset AllocationsMany clients who established grantor retained annuity trusts (GRATs) are now experiencing sellers remorseespecially those clients who funded a GRAT with appreciating stock.
April 06, 2015
Overturning a suspect will: a case studyBe warned: Even when a will is overturned, the spouse is still entitled to a share of the estate -- up to half of the proceeds.