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
The Medicare surtax: Is it avoidable?
By Tom NawrockiComplex trusts should consider the Medicare surtax issue as an opportunity to extend a bypass trust to all descendants.
June 30, 2014
6 estate planning tips for womenOn average, women live six years longer than men; that creates several key differences in end-of-life planning issues.
June 23, 2014
Weighing the alternatives to charitable remainder unitrustsCharitable remainder unitrusts, which held $86.9 billion in assets in 2011, are not the perfect option for everyone.
June 23, 2014
Weighing the alternatives to charitable remainder unitrustsCharitable remainder unitrusts, which held $86.9 billion in assets in 2011, are not the perfect option for everyone.
June 21, 2014
Customer loyalty requires these 3 thingsIf you want to build loyal relationships with your clients, they must come to know, like and trust you. Heres how to make that happen.
June 19, 2014
Wealthy Clintons use trusts to avoid estate tax they backThe Clintons are using financial planning strategies befitting the top one percent of U.S. households in wealth.
June 19, 2014
Wealthy Clintons use trusts to avoid estate tax they backThe Clintons are using financial planning strategies befitting the top one percent of U.S. households in wealth.
June 18, 2014
Living trust scams: What to watch forReputable estate planners need to be aware of what scammers are pushing, if only to assuage the fears of their clients.