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
Why contingent beneficiaries shouldn't be an afterthought
By Tom NawrockiMake sure your clients think about (and update) more than just their primary beneficiaries.
August 01, 2013
Is it too late for a fiduciary standard?The SECs problem dates back to 1999, but the DOL beat it by a full generation.
July 31, 2013
How Bad Was Financial Crisis? $30 Trillion Lost Bad: Dallas FedThe cost of the crisis may top the value of one year of the countrys economic output when hard-to-measure factors are included, according to an economist with the Federal Reserve Bank of Dallas.
July 31, 2013
Measuring the immeasurableThere are sales metrics you can measure, and then theres everything else.
July 29, 2013
The Clock Is Ticking on GRATsThe current low interest rate environment may present a problem for many planning scenarios, but a grantor retained annuity trust can actually thrive in such an environment, at least for now.
July 29, 2013
The clock is ticking on GRATsCould your high-net-worth client benefit from a grantor retained annuity trust? Better act fast.
July 29, 2013
The clock is ticking on GRATsCould your high-net-worth client benefit from a grantor retained annuity trust? Better act fast.
July 26, 2013
How the permanent estate tax will impact life insurance ownershipPost-fiscal cliff fix, Americans and their advisors need to readjust their life insurance strategies.