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
Estate planning for young families
By Jonathan A. MintzMost young people don't expect to die early, but that doesn't mean they shouldn't plan for the possibility.
November 16, 2012
The 9 lives of second-to-dieSecond-to-die policies can help with estate taxes, but thats far from all.
November 15, 2012
The 9 lives of second-to-dieSecond-to-die policies can help with estate taxes, but thats far from all.
November 15, 2012
6 tax opportunities to take advantage of nowPrepare your clients for impending 2013 tax hikes by considering these key moves before the year ends.
November 15, 2012
6 tax opportunities to take advantage of nowPrepare your clients for impending 2013 tax hikes by considering these key moves before the year ends.
November 14, 2012
Survey: Families at odds over financial planningSurvey results from Fidelity Investments found family members frequently disagree when asked privately about hard-to-discuss topics, such as elder care, inheritance and retirement security.
November 14, 2012
Survey: Families at odds over financial planningSurvey results from Fidelity Investments found family members frequently disagree when asked privately about hard-to-discuss topics, such as elder care, inheritance and retirement security.
November 13, 2012
10 estate planning tasks your client should do before 2013Before the ball drops this New Year's Eve, make sure your clients haven't dropped the ball when it comes to estate planning.