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
3 reasons LTC planning is critical to estate planning
By Julian GuilfoyleMake sure your friends in the wealth protection and wealth transfer market see this article.
October 22, 2014
Don’t Let Clients Take Their Passwords to the GraveDigital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
October 21, 2014
Building the Modern-Day Stretch IRA: Proceed With CautionThe Supreme Courts recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
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.