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
10 estate planning tax facts you need to know
By Tax Facts OnlineWe've got the answers to some of your toughest estate planning tax questions.
March 29, 2013
The ins and outs of owning life insurance in a QRPYour clients can own life insurance inside a qualified retirement plan. But should they?
March 28, 2013
2013: The year of the RMD tax bubbleOverall wealth may be less important than in what vehicle your clients assets are held.
March 28, 2013
2013: The year of the RMD tax bubbleOverall wealth may be less important than in what vehicle your clients assets are held.
March 26, 2013
Estate planning in a post-fiscal cliff worldThough Congress settled some tax policy issues, other changes loom on the horizon.
March 26, 2013
Advisors optimistic about post-fiscal cliff environmentNearly six in 10 survey respondents say the post-cliff environment creates new opportunities for investment and tax planning.
March 25, 2013
Estate planning in a post-fiscal cliff worldThough Congress settled some tax policy issues, other changes loom on the horizon.
March 25, 2013
Saving the Family Enterprise: How to Keep Life in an Old Firm"You have families with benign dictators, but what you want is a republic thats organic and based on merit," says Hemenway & Barnes partner Fred Marx.