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
Top 25 U.S. charities
By Michael S. FischerFour of the top 10 are donor-advised funds, including those of Fidelity, Schwab and Vanguard.
October 17, 2014
After DOMA, Financial Planning Still a Challenge for Same-Sex CouplesMore and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.
October 13, 2014
The changing landscape of wealth transferThe current estate tax laws and recent stock market gains have changed the landscape for wealth transfer.
October 13, 2014
The changing landscape of wealth transferThe current estate tax laws and recent stock market gains have changed the landscape for wealth transfer.
October 10, 2014
Trust-owned life insurance = opportunities for insurance professionalsWith interest rates at record lows, TOLIs should be reviewed regularly to determine the risk of lapse.
October 10, 2014
Trust-owned life insurance = opportunities for insurance professionalsWith interest rates at record lows, TOLIs should be reviewed regularly to determine the risk of lapse.
October 07, 2014
Under the Hood: What You Need to Know About the Federal Estate TaxWhats included in the estate, whats the tax on that estate and what are the resources for learning more, including designations to consider achieving.
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.