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
Should you plan for a life settlement?
By Robin S. Weinberger and Peter N. KatzWhile no policy should be purchased speculating on a future life settlement, considering life settlement possibilities, if needed, is prudent planning.
October 25, 2012
Successful wealth transfer demands strong relationship managementA strong plan is essential to retaining family members as clients when wealth is transferred
October 23, 2012
Successful Wealth Transfer Demands Strong Relationship ManagementBeyond the obvious financial connection between advisors and their clients is the often-overlooked personal connection.
October 23, 2012
Maximizing Charitable Giving Through Universal Life InsuranceAvoiding the complications of estate taxation and the U.S. probate system may be key reasons to allow high-net-worth foreign clients to include sizable charitable donations in their estate planning.
October 17, 2012
How Obama’s and Romney’s Tax Plans Will Affect Your ClientsBeyond the debate hype, what President Obama and Gov. Romney really propose on taxes, and what those proposals will mean for your clients.
October 17, 2012
The ticking estate tax time bomb: Less than 90 days of planning remainIf your clients have been putting off estate planning, now's the time to act.
October 17, 2012
The ticking estate tax time bomb: Less than 90 days of planning remainIf your clients have been putting off estate planning, now's the time to act.
October 17, 2012
BMO survey: most Canadians will hold children’s inheritance in trustMore than two-thirds of Canadians say their children's inheritance will be held in trust until the children reach a certain age, with one-third placing that age between 22 and 30, according to new research.