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
Ultra-Wealthy Will Transfer $27 Trillion by 2050
By Danielle AndrusInheritors want to be good stewards to family wealth and want to be more involved in investment decisions.
May 14, 2012
The Proper Path to Integrated Wealth Management, Pt. 1: TrustsThe value of trusts to the high-net-worth client, and how to structure and monitor trusts, in particular, of GRATs.
May 11, 2012
Natalie Choate Talks Estate Planning & AnnuitiesThe tax planning expert spoke about annuities in IRAs and Qualified Lifetime Annuity Contracts.
May 11, 2012
Natalie Choate Talks Estate Planning & AnnuitiesThe tax planning expert spoke about annuities in IRAs and Qualified Lifetime Annuity Contracts.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
May 09, 2012
Fee-Only Planners May Be Aging World’s Best HopeShock of Gray author Ted Fishman tells NAPFA conference that fee-only planners are ideally suited to prepare people for the cold realities of global trends in an aging world.
May 08, 2012
What to Do Now to Minimize Wealth Transfer TaxDespite the uncertainty of taxes in 2013, wealth managers can take advantage of current law to help clients transfer significant wealth this year with little or no tax.
May 08, 2012
What to Do Now to Minimize Wealth Transfer TaxEstate tax provisions expire at the end of the year. What should you be doing to prepare your high net-worth clients for the change?