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
Trust your memory? Maybe you shouldn’t
By Staff WriterForget everything you know about the brain. Done.
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?
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?
May 07, 2013
The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity TrapYou and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated set of tax rules affects more than income from traditional investment vehicles.