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
Huge Wealth Transfer of $16 Trillion Estimated in Next 30 Years
By Michael S. FischerPlan early to avoid a big estate tax hit, Wealth-X and National Financial Partners warn.
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.
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.