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
Estate planning benefits of intra-family loans
By Tom NawrockiIntra-family loans allow high-net-worth parents to move assets out of their estate.
February 04, 2014
Preparing for a conservatorshipThere are ways to mitigate the difficulties of a conservatorship or even help clients to avoid one.
January 31, 2014
Second home questions to guide the client’s thinkingEstate planning tactics that clients employ can mitigate to a great extent the cost of owning a vacation home.
January 31, 2014
Second home questions to guide the client’s thinkingEstate planning tactics that clients employ can mitigate to a great extent the cost of owning a vacation home.
January 28, 2014
Income Taxes Can No Longer Be Ignored in Estate PlanningThe estate tax exemption may have been raised to $5.34 million, but that's far from the end of the story.
January 28, 2014
NFL Players’ 6 Biggest Estate Planning MistakesThey may be living out their childhood dreams, but professional football players can find themselves in a financial nightmare if they're not careful.
January 27, 2014
The 6 biggest estate planning mistakes NFL players makeThey may be living out their childhood dreams, but professional football players can find themselves in a financial nightmare if they're not careful.
January 24, 2014
12 more estate planning tax facts you need to knowYour clients have questions and now you have answers.