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
What to Do Now to Minimize Wealth Transfer Tax
By Gavin Morrissey, J.D., LLMEstate tax provisions expire at the end of the year. What should you be doing to prepare your high net-worth clients for the change?
May 01, 2012
Parents, Pets and Online Presence: New Concerns for Modern Estate PlannersThe traditional focus of estate plans has changed for the boomer generation.
May 01, 2012
Join the Conversation During Heritage Planning MonthDuring MayHeritage Planning Monththere are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.
April 30, 2012
Parents, Pets and Online Presence: New Concerns for Modern Estate PlannersEstate planning requires attention to more than just childrens inheritances these days, according to a report released Monday by the BMO Retirement Institute, an organization based in Canada.
April 26, 2012
Advisors Beware: Con Men Targeting Your ClientsThe criminal worlds best and brightest minds have targeted the advisory business, warns 'Financial Serial Killers' co-author Tom Ajamie.
April 24, 2012
Disability Insurance Observer: So Much for TrustTry not to be disabled after 2015. In 2016, the national cupboard may be bare.
April 24, 2012
Samsung Family in Public Spat Over InheritanceMembers of the South Korean clan are feuding over shares of the Samsung conglomerate, including the Samsung Life Insurance Co.
April 24, 2012
Samsung Family in Public Spat Over InheritanceMembers of the South Korean clan are feuding over shares of the Samsung conglomerate, including the Samsung Life Insurance Co.