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
Boomer-plus clients talk about their finances
By Daniel WilliamsBoomer and senior clients tell us whether they share their financial information with their children.
February 26, 2013
5 March Madness estate planning tipsWhether Final Four-ing or just fact finding, a lot of the lessons are the same.
February 26, 2013
5 March Madness estate planning tipsWhether Final Four-ing or just fact finding, a lot of the lessons are the same.
February 25, 2013
Broken Trusts: The Man Who Married His Wife Six TimesManipulative parents, conditional love and hostile children create the conditions for incentive trusts that dont work, as the case of the six-marriage man makes clear.
February 25, 2013
Adding flexibility to estate plansA survivor purchase option rider lets clients plan for the future, whatever it might hold.
February 25, 2013
Adding flexibility to estate plansA survivor purchase option rider lets clients plan for the future, whatever it might hold.
February 22, 2013
The road ahead for estate planningNow that there's some certainty regarding the estate tax, your clients might want to explore these planning strategies.
February 22, 2013
The road ahead for estate planningNow that there's some certainty regarding the estate tax, your clients might want to explore these planning strategies.