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
Stretch IRAs will likely lose estate planning appeal
By William H. ByrnesCongress will probably strip IRAs of their wealth transfer benefits. Here's what your clients need to know.
July 19, 2013
What if grandma’s uninsurable?Wealthy grandparents can still leave a tax-advantaged legacy even if theyre unable to secure life insurance.
July 19, 2013
What if grandma’s uninsurable?Wealthy grandparents can still leave a tax-advantaged legacy even if theyre unable to secure life insurance.
July 17, 2013
Schwab, Fidelity Donor-Advised Funds Report Strong ResultsDonors are taking advantage of higher market performance to give appreciated assets to charitable funds.
July 11, 2013
Why you should keep an eye on estate liquidityEven without an estate tax to worry about, clients should make sure they have liquid assets available.
July 11, 2013
Why you should keep an eye on estate liquidityEven without an estate tax to worry about, clients should make sure they have liquid assets available.
July 11, 2013
Bill Miller, Legendary Fund Manager, Back on TopBill Miller, the Legg Mason fund manager who beat the S&P 500 for 15 years straight before seeing his fund massacred by the financial crisis, is proving you can't keep a good manager down, says The Wall Street Journal.
July 10, 2013
Cerulli: Bank Trust Assets Reached $2.3 Trillion in 2012Bank trust companies are doing well, but threats for RIAs linger.