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
12 more estate planning tax facts you need to know
By Robert Bloink, William H. ByrnesYour clients have questions and now you have answers.
December 20, 2013
Popular IRAs, Annuities Have DownsidesA CPA, wealth manager and lawyer share tips for investors on these common investment vehicles.
December 17, 2013
10 Ways Annuities Can Benefit Estate PlansA principal goal of many estate plans is to provide income to heirs. This goal can often be achieved with immediate or deferred annuities.
December 13, 2013
New Year’s tax changes: what to expectMany of the changes are indexed to inflation, and with the CPI running at a tepid 1.0 percent, the increases are modest.
December 13, 2013
New Year’s tax changes: what to expectMany of the changes are indexed to inflation, and with the CPI running at a tepid 1.0 percent, the increases are modest.
December 09, 2013
Why we need flexible design in estate planningAs retirees continue to recover from the recession, enhanced estate liquidity is an important selling point.
December 09, 2013
Why we need flexible design in estate planningAs retirees continue to recover from the recession, enhanced estate liquidity is an important selling point.
December 05, 2013
5 estate planning tasks your clients should do before 2014There are many asset-protecting strategies that can be put in place at year-end. These are the ones your clients should know about.