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
Bypass trusts after portability
By Tom NawrockiNew rules regarding portability have reduced some of the benefits of bypass trusts.
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.
July 02, 2014
The Medicare surtax: Is it avoidable?Complex trusts should consider the Medicare surtax issue as an opportunity to extend a bypass trust to all descendants.
June 30, 2014
On Same-Sex Couples’ Money Matters, Confusion ReignsMany same-sex married couples dont talk about money, and many need advice on new laws, Wells Fargo says.
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 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.