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
Making estate planning a family affair
By David PortGetting younger generations involved in their elders' estate plans can help ensure all bases are covered.
May 31, 2013
4 estate planning concerns for clients with vacation homesIf your clients own a summer getaway, make sure they've considered these key issues.
May 28, 2013
Endangered trusts: Bring them up with clients nowIf your clients could benefit from a GRAT or a dynasty trust, talk to them about it sooner rather than later.
May 28, 2013
Endangered trusts: Bring them up with clients nowIf your clients could benefit from a GRAT or a dynasty trust, talk to them about it sooner rather than later.
May 27, 2013
S-curve explosionsWithout your help, the IRS might wind up your clients' biggest beneficiary.
May 27, 2013
S-curve explosionsWithout your help, the IRS might wind up your clients' biggest beneficiary.
May 23, 2013
5 ways to help middle-class clients with estate planningNon-wealthy clients might not have to worry about the estate tax, but they still need your help.
May 23, 2013
5 ways to help middle-class clients with estate planningNon-wealthy clients might not have to worry about the estate tax, but they still need your help.