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
These are the 10 most tax-friendly states for retirees
By Robert Bloink, William H. ByrnesIf your clients are looking to maximize the value of accumulated retirement savings, these are the states they'll want to consider.
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.
March 10, 2015
Many HNW investors call themselves ‘self-directed,’ despite complex portfoliosWirehouses manage greatest share of HNW assets, but RIAs represent an increasing threat.
March 10, 2015
Many HNW investors call themselves ‘self-directed,’ despite complex portfoliosWirehouses 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 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.