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
When Stock Appreciates: Rethinking Clients’ GRAT Asset Allocations
By William H. Byrnes, Robert BloinkMany clients who established grantor retained annuity trusts (GRATs) are now experiencing sellers remorseespecially those clients who funded a GRAT with appreciating stock.
April 01, 2015
CLATs: Maximizing Philanthropy and Wealth Transfer for ClientsFor high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
March 24, 2015
Little-Known Tax Provision That Every Estate Planner Should KnowThe 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
March 24, 2015
5 Clients Are Better Than 500, Says One AdvisorPerfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.
March 23, 2015
Confessions of a Hollywood elite advisorAmid the opulence of Beverly Hills, Dana Hollinger has built a life insurance-focused practice that caters to the uber-high-end market.
March 23, 2015
Confessions of a Hollywood elite advisorAmid the opulence of Beverly Hills, Dana Hollinger has built a life insurance-focused practice that caters to the uber-high-end market.
March 19, 2015
3 ways to make a difference with your moneyMost people wonder whether theyve done enough if theyve made a positive impact, particularly as they plan for their retirement.
March 19, 2015
3 ways to make a difference with your moneyMost people wonder whether theyve done enough if theyve made a positive impact, particularly as they plan for their retirement.