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
TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril
By John SullivanGen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.
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.
April 16, 2013
Want to know a sales secret?This one small secret can help establish your credibility.
April 12, 2013
Protection SLATs offer estate planning flexibilityA protection spousal limited access trust can provide married couples with an estate planning option that better suits their needs.