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
Test your knowledge: celebrity estate mistakes [infographic]
By Daniel Williams, Mary ShaubCan you correctly match these six celebs to their respective estate planning blunders?
March 20, 2014
6 tragic celebrity estate plansEven the rich and famous make disastrous estate decisions. Julius Giarmarco, an estate expert, provides insight into navigating celebrities' complex plans.
March 19, 2014
Guidelines to follow when considering a trust protectorMany trustholders would benefit by establishing a trust protector, but others are better off without one.
March 19, 2014
Guidelines to follow when considering a trust protectorMany trustholders would benefit by establishing a trust protector, but others are better off without one.
March 13, 2014
10 Big Estate Planning Mistakes of the Rich & FamousOverlooking estate planning basics can leave heirs facing years of court battles over taxes and who gets what.
March 12, 2014
4 Ways Not to Ruin Your Clients’ TaxesAdvisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
March 11, 2014
4 things to know about Alzheimer’s and estate planningOne possibility for clients who are starting to get concerned about Alzheimers is to create a shadow plan.
March 11, 2014
4 things to know about Alzheimer’s and estate planningOne possibility for clients who are starting to get concerned about Alzheimers is to create a shadow plan.