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
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?
By Gil WeinreichAct now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.
May 20, 2013
Did portability kill the credit shelter trust?Estate tax changes have made credit shelter trusts useless ... right?
May 20, 2013
Did portability kill the credit shelter trust?Estate tax changes have made credit shelter trusts useless ... right?
May 17, 2013
“Star Trek” premiere and the problem with “fiduciary”If being a fiduciary is all about building trust, what happens when no one trusts the word fiduciary?
May 14, 2013
Plan for today, tomorrow and the futureHaving a succession plan in place is good for you ... and your clients.
May 14, 2013
Plan for today, tomorrow and the futureHaving a succession plan in place is good for you ... and your clients.
May 13, 2013
RI estate lawyer says he's innocent in death fraudJoseph Caramadre is trying to change his plea back to not guilty, arguing he was pressured to plead guilty by his lawyers.
May 08, 2013
New York's worst estate planning failure, everRoman Blum died without bequeathing his vast fortune to anyone or anything. How is that even possible?