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
What you don't know about the estate tax
By Tom NawrockiFive facts about the tax, no ideology or rhetoric included.
August 15, 2013
2 reasons to review your clients' ILITs nowHigher premiums and new estate tax laws may have changed your clients' irrevocable life insurance trust needs.
August 09, 2013
Leveraging qualified assets with life insuranceA life policy could help your client make the most of "extra" assets.
August 09, 2013
Revocable vs. irrevocable: Which trust is right for your client?An irrevocable trust trades control for a whole lot of tax benefits.
August 09, 2013
Revocable Trusts vs. Irrevocable Trusts: Which Trust Is Right for Your Clients?An irrevocable trust trades control for a whole lot of tax benefits.
August 08, 2013
Leveraging qualified assets with life insuranceA life policy could help your client make the most of "extra" assets.
August 07, 2013
Post-DOMA’s Demise, Prepping Your Practice to Meet the Needs of Same-Sex CouplesIn part two of our series, assessing the unique advice needs of these couples and presenting the best tax, estate and retirement planning strategies.
August 06, 2013
Have a Strange Gift for a DAF? Fidelity's InterestedTraditionally it was highly appreciated company stock; now, it might be a grain elevator.