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
Risk Management Tips for HNW Home Renovators
By Mary Boyd, ACEThere are concrete steps that homeowners can take before, during and after construction to help ensure they are prepared for all contingencies.
February 02, 2015
Rainbow Warriors: Working With LGBT ClientsInvestment Advisors February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.
February 02, 2015
Restoring Trust, One Client at a TimeWhat a person finds humorous can be quite revealing.
February 02, 2015
Divided IRAs: 5 IRS rulings that spell (mostly) good newsThe IRS needed to determine whether a trustees division of the original IRA into five separate accounts was legal.
February 02, 2015
Divided IRAs: 5 IRS rulings that spell (mostly) good newsThe IRS needed to determine whether a trustees division of the original IRA into five separate accounts was legal.
February 02, 2015
US Rules World for Next 7 Years: Wilmington TrustThats not to say all is hunky-dory with the U.S. economy, as the U.S. still faces challenges with job growth and a sluggish housing market.
February 02, 2015
10 top trusts and estates trends for 2015Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states laws.
February 02, 2015
10 top trusts and estates trends for 2015Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states laws.