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
Irrevocable grantor trusts and family limited partnerships: Act now
By Louis S. ShuntichThese estate planning opportunities are going, going, going...
March 07, 2013
A post-fiscal cliff guide to estate taxesA look at how the fiscal cliff fix changed estate taxes and how it can boost your business.
March 06, 2013
Legacy planning with IRAsLeaving heirs an IRA could create a legacy of fees, taxes and, potentially, debt.
March 05, 2013
Legacy planning with IRAsLeaving heirs an IRA could create a legacy of fees, taxes and, potentially, debt.
March 05, 2013
Protecting Life Insurance Beneficiaries From a WindfallDo your clients want to control how their beneficiaries get death benefits? A new trend in product offerings may be of service.
March 01, 2013
Broken trusts: The man who married his wife six timesFamily governance is key to avoiding the unintended consequences of incentive trusts, says Wilmington Trusts Tom Rogerson.
March 01, 2013
Broken trusts: The man who married his wife six timesFamily governance is key to avoiding the unintended consequences of incentive trusts, says Wilmington Trusts Tom Rogerson.
March 01, 2013
Boomer-plus clients talk about their financesBoomer and senior clients tell us whether they share their financial information with their children.