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
Tax Loss Harvesting: Beware of Unrealistic Expectations
By Daniel S. KernOnce 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
How Workers’ Compensation Can Protect Clients’ Whole ‘Family’Make sure your high-net-worth clients have workers' comp coverage for themselves and their domestic employees.
December 12, 2014
Fixing an incorrectly drafted estate plan: A case studyThis case study is an important reminder that mistakes do happen in complicated transactions.
December 12, 2014
Fixing an incorrectly drafted estate plan: A case studyThis case study is an important reminder that mistakes do happen in complicated transactions.
December 10, 2014
‘Your baby is ugly’Weak salespeople tell their clients what they want to hear. Strong salespeople tell their clients what they need to hear.
December 02, 2014
Anthony Marshall, great-grandson of Prudential founder, dies at 90The World War II veteran and diplomat played a role in a high-profile guardianship case.
December 02, 2014
Anthony Marshall, great-grandson of Prudential founder, dies at 90The World War II veteran and diplomat played a role in a high-profile guardianship case.
November 26, 2014
Under the Hood: How Much Life Insurance Should You Buy?Most methods of determining how much, and what type, of life insurance a client needs are imperfect. Here's how I do it.