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
Romney’s Tax Returns Reveal Lessons on Keeping Wealth in the Family
By John SullivanThe tax returns the Romney camp has released show a number of sophisticated wealth transfer and estate planning strategies that have led to an estimated $100 million fortune now held outside of the estate.
August 23, 2012
Use Caution When It Comes To Backdating PoliciesTo avoid estate inclusion, the practice has developed of having the policy applied for and owned by a third party such as an ILIT. It can be done carefully.
August 17, 2012
The Ins and Outs of TrustsGrantor or non-grantor? Estate inclusion or exclusion? A look at the pros and cons of the various options available when setting up a trust.
August 17, 2012
The Ins and Outs of TrustsGrantor or non-grantor? Estate inclusion or exclusion? A look at the pros and cons of the various options available when setting up a trust.
August 15, 2012
Maximizing Modest LegaciesIncome, not estate, taxes are likely a bigger problem for clients who plan to leave a modest legacy. If a clients estate is tied up in an IRA, consider these steps to limit the tax blow for future beneficiaries.
August 15, 2012
Maximizing Modest LegaciesIncome, not estate, taxes are likely a bigger problem for clients who plan to leave a modest legacy. If a clients estate is tied up in an IRA, consider these steps to limit the tax blow for future beneficiaries.
August 13, 2012
ArtBanc and NFP Form Alliance to Advise Fine Art OwnersHolders of significant collections of paintings, sculpture, photography or jewelry face unique estate planning and tax issues.
August 07, 2012
Genworth Launches Trust Business for Indie AdvisorsAdvisors worried about losing client assets to corporate trustees seek relationships with firms who will support their primary relationship with clients, says Genworths Brad Wheeler.