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
How to Tell if Your Client Trusts You
By Mike PattonThere are several ways to determine if your client trusts you, including how they react to your advice and how they feel about referrals.
April 14, 2014
Supreme Court Ponders Changing the Rules on Nonspousal Inherited IRAsIn June, the justices are expected to rule on whether nonspousal inherited IRA funds can be exposed to creditor claims in bankruptcy proceedings.
April 08, 2014
Planner’s dilemma: the housing crisis and loss of net worthThe percentage of families owning homes has fallen to 65.1 percent in 2013 from a peak of 69.0 percent in 2004.
April 08, 2014
Planner’s dilemma: the housing crisis and loss of net worthThe percentage of families owning homes has fallen to 65.1 percent in 2013 from a peak of 69.0 percent in 2004.
April 04, 2014
More Money, More (Tax) Problems: How HNWs Can Reduce Their Tax BillsEstate planning attorney Scott Squillace talks to ThinkAdvisor about how HNW clients can minimize taxes through charitable giving, loss harvesting and other strategies.
April 02, 2014
M*A*S*H Star Turned Mogul Wayne Rogers Blasts Tax Code, Offers TipsM*A*S*H TV star and serial businessman Wayne Rogers discusses why the tax code is broken and has some choice words for Dodd and Frank.
March 31, 2014
Alternative to a Spousal Lifetime Access Trust: One-Way Buy-Sell DealA one-way buy-sell agreement can ensure that a business-owning clients dual goalsspousal income security and an orderly business transitioncan be met.
March 31, 2014
How to avoid the generation-skipping transfer taxThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.