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
Planner’s dilemma: the housing crisis and loss of net worth
By Tom NawrockiThe percentage of families owning homes has fallen to 65.1 percent in 2013 from a peak of 69.0 percent in 2004.
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.
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.
March 27, 2014
8 Key Tips to Keep HNW Clients Happy"Working with affluent people and the complex situations they bring is where it gets really fun, says Andrea Blackwelder of Wisdom Wealth Strategies.
March 25, 2014
Test your knowledge: celebrity estate mistakes [infographic]Can you correctly match these six celebs to their respective estate planning blunders?
March 23, 2014
Prospects suffering from PTRSD?Your dream clients are likely suffering from PTRSD (Post-Traumatic Recessionary Stress Disorder). What they need is someone they can trust.