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
4 estate planning concerns for clients with vacation homes
By Tom NawrockiIf 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 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.
May 22, 2013
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?Act 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?Clients need to remember that avoidance of transfer taxes is not the only reason that estate planning is important; the credit shelter trust can provide many non-tax benefits.