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
How to annuitize an inheritance
By Robert Bloink, William H. ByrnesAn annuity product can provide a valuable and often overlooked tool to accomplish a variety of estate planning goals.
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.
March 02, 2015
IRS’ 12 Tax Scams to Avoid in 2015: The Dirty DozenFrom lower-income taxpayers to the ultra-high net worth, anyone can fall victim to a tax scam or perpetrate one.
February 26, 2015
The art of avoiding big tax bills on valuable artworksIssues surrounding property held in a private holding company have flared up in a lawsuit filed against the IRS.
February 26, 2015
The art of avoiding big tax bills on valuable artworksIssues surrounding property held in a private holding company have flared up in a lawsuit filed against the IRS.
February 25, 2015
Lessons from the Robin Williams' estate plan messEstate plans should be specific about who gets which items and should have professional witnesses to execute the plan.