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
Saving taxes? Is that really ever the right objective?
By Herbert K. DaroffA key financial objective for clients should be to find the most cost-effective and tax-efficient way to pay for expenses.
January 13, 2015
The little-known tax provision that every estate planner should know aboutThe 65-day rule allows some trust distributions to be made after the New Year and still apply toward 2014.
January 13, 2015
The little-known tax provision that every estate planner should know aboutThe 65-day rule allows some trust distributions to be made after the New Year and still apply toward 2014.
January 12, 2015
5 financial tips to navigate through divorceThere are few life transitions more difficult than navigating a divorce. What does a person need to now to protect their finances?
January 12, 2015
5 financial tips to navigate through divorceThere are few life transitions more difficult than navigating a divorce. What does a person need to now to protect their finances?
January 07, 2015
What to expect when expecting... an inheritanceThe largest transfer of wealth in history ($59 trillion) will change hands over the next four decades, but heirs will lose, spend or donate half of it.
January 07, 2015
What to expect when expecting... an inheritanceThe largest transfer of wealth in history ($59 trillion) will change hands over the next four decades, but heirs will lose, spend or donate half of it.
January 06, 2015
Tax changes for 2015: What to expectThe new tax rates look so much like the old rates that some people may not notice theyve changed.