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
6 trusts you should know about
By Donald F. CadyWhich trust is right for your client? Learn how the big six work during lifetime and upon death.
September 12, 2013
Who Gets the Beach House? A How-To for Advisors on Helping a Family DecideWhen Merrill's Stacy Allred sat down to help a family preserve their beach house, she quickly found herself facing a challenge that has affected many families.
September 09, 2013
Born Out of the U.S.A.? Welcome to the Federal Gift and Estate TaxIgnorance of U.S. gift and estate tax rules can be detrimental to a foreign persons financial health. Part one of a series on multinational planning issues for advisors and their clients.
September 06, 2013
4 concerns about donor-advised funds — and how to overcome themA donor-advised fund could be a great way for your clients to leave a legacy. Here's how to convince them.
September 06, 2013
4 concerns about donor-advised funds — and how to overcome themA donor-advised fund could be a great way for your clients to leave a legacy. Here's how to convince them.
September 06, 2013
Spouses Who Plan Together Are Best Prepared to Retire: Behavioral StudyNew behavioral research predicts that discussion between pre-retirement spouses can lead to more success and less stress when they leave the work force.
August 29, 2013
Two ways to change a will ... without involving an attorneyYour clients might be able to update their wills without the expensive legal fees.
August 29, 2013
Two ways to change a will ... without involving an attorneyYour clients might be able to update their wills without the expensive legal fees.