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
LPL Financial Promotes Compliance Chief to Managing Director
By Janet LevauxSharyn Handlesman has been with the indie BD, which had regulatory charges of $36 million last year, since 2010.
March 19, 2015
New Hire Roundup: Wilmington Trust Adds Managers, NJ OfficeMeanwhile, U.S. Bank's Private Client Reserve added a trust relationship manager and a wealth management advisor in Los Angeles.
March 17, 2015
2 ways to help protect non-U.S. spouses from estate tax liabilityThe U.S. government wants its estate taxes upfront from non-U.S. citizens.
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.