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
The art of avoiding big tax bills on valuable artworks
By Tom NawrockiIssues surrounding property held in a private holding company have flared up in a lawsuit filed against the IRS.
February 25, 2015
Variable annuities and trusts: The basicsWhy you need to know about trusts and what it can mean to you and your clients.
February 23, 2015
Align your marketing perception with realityHow do we ensure that our value proposition is heard by others in the same way we see it?
February 23, 2015
Align your marketing perception with realityHow do we ensure that our value proposition is heard by others in the same way we see it?
February 18, 2015
How to best serve your clients: Reflections on a long careerBe conscious of your brand and hone your communication skills and packaging towards the ultimate goal of establishing trust.
February 18, 2015
How to best serve your clients: Reflections on a long careerBe conscious of your brand and hone your communication skills and packaging towards the ultimate goal of establishing trust.
February 13, 2015
Risk Management Tips for HNW Home RenovatorsThere are concrete steps that homeowners can take before, during and after construction to help ensure they are prepared for all contingencies.
February 09, 2015
Soaring Fine Art Values Demand More Frequent AppraisalsFrom an insurance standpoint, sharply rising art values (and fine jewelry, for that matter) call for more appraisals. A little diversification wouldnt hurt, either.