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
Trust-owned life insurance = opportunities for insurance professionals
By Jeff HallmanWith interest rates at record lows, TOLIs should be reviewed regularly to determine the risk of lapse.
October 03, 2014
6 celebrity estate planning lessons from 2014Take a look at these six celebrities estate plans from 2014 and see who prepared well and who could have planned better.
October 03, 2014
6 celebrity estate planning lessons from 2014Take a look at these six celebrities estate plans from 2014 and see who prepared well and who could have planned better.
September 30, 2014
Are You a Crummey Advisor or Just a Crummy Advisor?When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
September 29, 2014
RCS to Add Girard; Renames IBD GroupRCS Capital has said it is buying independent broker-dealer Girard Securities. The news came right after RCAP said its rapidly growing IBD network will…
September 26, 2014
California governor vetoes asset recovery billEnacting S.B. 1124 could have eliminated efforts to collect from surviving spouses.
September 25, 2014
Estate planning for the modern familyLaws and policies across the U.S. have largely failed to keep pace with shifting family structures.
September 25, 2014
Estate planning for the modern familyLaws and policies across the U.S. have largely failed to keep pace with shifting family structures.