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
Disaster-avoiding strategies for retirement beneficiaries
By Tom NawrockiThe problem: leaving an individual retirement account an IRA or a 401(k) directly to ones estate.
May 02, 2014
10 Steps to Becoming a Multigenerational Advisor: PershingIf you wait until the moment of asset transfer to reach out to heirs, it will be too late, Pershing's Kim Dellarocca warns.
April 28, 2014
Clients, Trust and Human Behavior: Thoughts and ResourcesAn advisor's work with clients is based on trust. So what to do if a client doesnt trust you?
April 22, 2014
Tax Court Untangles NIIT Passive Activity Trap for TrustsA recent Tax Court decision paves the way for new trust planning techniques for dealing with the new 3.8% tax on investment-type income.
April 21, 2014
Court untangles investment income tax trap for trustsThe decision could prove to be just the break that trusts participating in business activities need to escape liability for the new tax on investment-type income.
April 21, 2014
Court untangles investment income tax trap for trustsThe decision could prove to be just the break that trusts participating in business activities need to escape liability for the new tax on investment-type income.
April 21, 2014
How to Tell if Your Client Trusts YouThere are several ways to determine if your client trusts you, including how they react to your advice and how they feel about referrals.
April 17, 2014
Bypass trust tax problems: implications and solutionsChanges to the estate tax regulations have made much of the purpose for bypass trusts obsolete.