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
A Novel Approach
By Ellen UzelacCam Thornton seeks out the stories that reveal who clients are and what they value.
May 25, 2012
Dr. Kent Smetters: The 2012 IA 25 Extended ProfileA good argument could be made for excluding Wharton professor Kent Smetters from the IA 25.
May 24, 2012
A Novel ApproachNever heard of heritage planning? You will, if advisor Cam Thornton has his way.
May 24, 2012
Boomers Aren't Interested in Leaving Money to HeirsMost boomers and elders say family stories, not money, are the most important aspect of their legacy.
May 24, 2012
Boomers Aren't Interested in Leaving Money to HeirsMost boomers and elders say family stories, not money, are the most important aspect of their legacy.
May 21, 2012
Estate Planning: Focus on the Legacy, Not the Tax BillAs the current estate tax sunsets and uncertainty approaches, reframe your discussions with clients to focus on legacy planning rather than estate tax solutions.
May 21, 2012
5 Ways Rich and Famous Can Hide AssetsAttorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.
May 18, 2012
Ultra-Wealthy Will Transfer $27 Trillion by 2050Inheritors want to be good stewards to family wealth and want to be more involved in investment decisions.