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 little-known tax provision that every estate planner should know about
By Tom NawrockiThe 65-day rule allows some trust distributions to be made after the New Year and still apply toward 2014.
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.
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.
December 22, 2014
The Split-Dollar Triple Tax Savings Package for HNW ClientsFor high-net-worth clients, a split-dollar lending strategy can provide an effective method for transferring wealth while taking advantage of the tax preferences of life insurance and the low interest rate environment.
December 22, 2014
Tax Loss Harvesting: Beware of Unrealistic ExpectationsOnce an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.
December 16, 2014
Up in the air: Crummey powers under Obama budget proposalPresident Obama's fiscal year 2015 budget proposal aims to curb premium contributions to trusts that hold life insurance.