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
8 Big Estate Battles of the Rich and Famous
By Dan BermanNothing sets friends and family at each others throats more than an old-fashioned fight over money. Make it a dispute over a will and the fun really begins.
June 26, 2013
Your Clients and Their Children: Solutions to Joint Bank AccountsHere are three less risky, more efficient solutions to an aging parent's wish to make bank accounts into joint accounts with their children.
June 25, 2013
Beyond the estate tax: Leaving a legacy in a post fiscal cliff worldCapital transfer can help clients even those with modest estates pass down wealth whenever and however theyd like.
June 22, 2013
3 reasons your senior clients need an estate planThree advisors with senior-focused practices share their most persuasive estate planning arguments.
June 21, 2013
Social Security: It's not all gloom and doomSocial Security funds will be exhausted by 2033, but with your help your clients should be okay.
June 21, 2013
Social Security: It's not all gloom and doomSocial Security funds will be exhausted by 2033, but with your help your clients should be okay.
June 21, 2013
How to choose a reputable charityHelp your clients leave a legacy that won't be squandered.
June 21, 2013
How to choose a reputable charityHelp your clients leave a legacy that won't be squandered.