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
What the fiscal cliff compromise means for your clients' taxes
By Robert Bloink, William H. ByrnesFrom estate to income tax bills, a look at how the last-minute solution will impact your clients.
December 28, 2012
Quick Fixes for Last-Second Client Year-End TransactionsAs we teeter over the fiscal cliff, there are still a few maneuvers that allow clients to take advantage of current high exemptions and low tax rates.
December 12, 2012
‘Haves’ Urge Stronger Estate Tax Proposal in Fiscal Cliff TalksI can afford to pay the estate tax is a recurrent theme among wealthy supporters of a $4 million exemption, including a Disney, a Rockefeller, a Gates and a few folks named Buffett and Bogle.
December 10, 2012
How to Make Yourself Stand Out From the CompetitionCredentials are good, tools are important and your process may be your most critical offering. However, your key differentiator is starting at you in the mirror.
December 05, 2012
NAPFA’s CFP-Only Stand: A Step in the Wrong DirectionA curious move, at a curious time, for purportedly, a curious reason, that is also a slap in the face to CPAs with the PFS credential.
December 04, 2012
A promise to a friendA columnist reflects on how well a friend had planned for her passing and how everybody should do the same.
December 04, 2012
A promise to a friendA columnist reflects on how well a friend had planned for her passing and how everybody should do the same.
November 30, 2012
Estate Planning: A Proper TransferProperty can take on many forms, so being able to discuss the post-death transfer of all types of property with your clients can give you an edge as a trusted professional advisor.