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
New York's worst estate planning failure, ever
By Bill CoffinRoman Blum died without bequeathing his vast fortune to anyone or anything. How is that even possible?
April 27, 2013
5 traits of a top performerTop performing advisors tend to have these characteristics in common.
April 24, 2013
Leaving a phoenix-like legacyWith a life insurance-backed donation, clients can keep giving back, even after theyre gone.
April 23, 2013
An Effective but Overlooked Estate Planning Tool: IRAsIRAs and Roth IRAs can be used to pass wealth to children and grandchildren, and to encourage retirement savings, but be sure to follow the rules.
April 23, 2013
Leaving a phoenix-like legacyWith a life insurance-backed donation, clients can keep giving back, even after theyre gone.
April 22, 2013
8 Most & Least Bullish Big CitiesInvestors around the country see the economic picture looking brighter. But how much brighter depends, in part, on where they live.
April 22, 2013
Court: Does ex- or current wife get money?Supreme Court justices question whether a state law overrides a federal employee's beneficiary designation.
April 22, 2013
Court: Does ex- or current wife get money?Supreme Court justices question whether a state law overrides a federal employee's beneficiary designation.