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
Many HNW investors call themselves ‘self-directed,’ despite complex portfolios
By Danielle AndrusWirehouses manage greatest share of HNW assets, but RIAs represent an increasing threat.
March 10, 2015
In estate planning limbo: Ownership of the New Orleans SaintsThe family of Tom Benson, the New Orleans Saints and the entire NFL may have a huge mess to deal with.
March 04, 2015
How to annuitize an inheritanceAn annuity product can provide a valuable and often overlooked tool to accomplish a variety of estate planning goals.
March 04, 2015
How to annuitize an inheritanceAn annuity product can provide a valuable and often overlooked tool to accomplish a variety of estate planning goals.
March 04, 2015
The CRT: Give to Charity, Supplement Retirement IncomeTheres been a resurgence of interest in the charitable remainder trustheres how to determine if its appropriate for your clients.
March 03, 2015
Estate tax portability: weighing the drawbacksThree years into the era of portability, many planners are recognizing potential drawbacks to this tactic.
March 03, 2015
Estate tax portability: weighing the drawbacksThree years into the era of portability, many planners are recognizing potential drawbacks to this tactic.
March 03, 2015
Annuitizing the Inheritance: Tips and Tricks to Get It RightMany clients wish to protect heirs by providing structure to the way assets are inherited. One commonly used tool can provide the solution: the annuity.