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 new 2013 taxes: The good, the bad and the ugly
By Robert FishbeinHow to prepare your clients for the pleasant (and not so pleasant) effects of the fiscal cliff deal and PPACA.
March 19, 2013
JC Penniless?The retailer's poor performance offers a lesson in building, and keeping, client trust.
March 13, 2013
Twitter chat recap: Estate planning and the new estate tax lawA look at some of the highlights from our recent live Twitter chat with Phil Harriman and Davis Nelson.
March 13, 2013
Twitter chat recap: Estate planning and the new estate tax lawA look at some of the highlights from our recent live Twitter chat with Phil Harriman and Davis Nelson.
March 08, 2013
Irrevocable grantor trusts and family limited partnerships: Act nowThese estate planning opportunities are going, going, going...