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
Under the Hood: What You Need to Know About the Federal Estate Tax
By Mike PattonWhats included in the estate, whats the tax on that estate and what are the resources for learning more, including designations to consider achieving.
September 30, 2014
Are You a Crummey Advisor or Just a Crummy Advisor?When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
September 29, 2014
RCS to Add Girard; Renames IBD GroupRCS Capital has said it is buying independent broker-dealer Girard Securities. The news came right after RCAP said its rapidly growing IBD network will…
September 26, 2014
California governor vetoes asset recovery billEnacting S.B. 1124 could have eliminated efforts to collect from surviving spouses.
September 25, 2014
Estate planning for the modern familyLaws and policies across the U.S. have largely failed to keep pace with shifting family structures.
September 25, 2014
Estate planning for the modern familyLaws and policies across the U.S. have largely failed to keep pace with shifting family structures.
September 24, 2014
The case for the child-owned life insurance policyMaking child-owned policies part of the toolkit could be one solution to the Achilles Heel of many an advisors practice.
September 24, 2014
The case for the child-owned life insurance policyMaking child-owned policies part of the toolkit could be one solution to the Achilles Heel of many an advisors practice.