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
The ins and outs of owning life insurance in a QRP
By Russell E. Towers, J.D., CLU, ChFCYour 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 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.
March 25, 2013
Americans’ trust in advisors declinesIn 2012, 21 percent of Americans placed very high trust in their financial advisor versus 24 percent in 2010.
March 22, 2013
The new 2013 taxes: The good, the bad and the uglyHow to prepare your clients for the pleasant (and not so pleasant) effects of the fiscal cliff deal and PPACA.