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
On Inheritance, UBS Urges Families to Break the Silence
By Emily ZulzOnly 34% of affluent benefactors have even revealed their wealth to their children, UBS found in a study on family discussions of inheritance.
July 16, 2014
Bypass trusts after portabilityNew rules regarding portability have reduced some of the benefits of bypass trusts.
July 16, 2014
Bypass trusts after portabilityNew rules regarding portability have reduced some of the benefits of bypass trusts.
July 16, 2014
Ethical Wills: A Good Way to Get Close to ClientsIt may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
July 14, 2014
Superior Returns and Advisory Services, ‘for Free’Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
July 09, 2014
Texas Billionaire’s Odd Way of Saving Heirs Some Tax DollarsIt's not actually a good idea to lose $2.8 billion to save $1.1 billion in taxes.
July 09, 2014
6 pitfalls that clients eyeing an FLP need to considerFLPs are not for everyone. There can be serious drawbacks to an FLP that is carelessly invoked or improperly constructed.
July 09, 2014
6 pitfalls that clients eyeing an FLP need to considerFLPs are not for everyone. There can be serious drawbacks to an FLP that is carelessly invoked or improperly constructed.