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: What You Don't Say Can Hurt You (Huffington Post)
By Staff WriterWhen it comes to estate planning, it's never too early to get everything in order or update those plans as circumstances change.
April 18, 2012
Heritage Planning Pt. 8, Bringing Families Together FinanciallyThe Family Bank: how to build it; what it accomplishes for each family.
April 16, 2012
Estate Planning for Pets (Observer & Eccentric)Pets can outlive their owners and should be factored into estate planning.
April 16, 2012
Estate Planning for Pets (Observer & Eccentric)Pets can outlive their owners and should be factored into estate planning.
April 10, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesAlmost every advisor seems to be pushing their clients to give away all their assets to heirs this year. But is that really a wise move? Consider these six issues.
April 09, 2012
5 Important Steps to Update Estate PlansAttorney Blooma Stark says advisors should urge clients to review and, if necessary, update their estate plans.
April 09, 2012
5 Important Steps to Update Estate PlansAttorney Blooma Stark says advisors should urge clients to review and, if necessary, update their estate plans.
April 02, 2012
5 Important Steps to Update Estate PlansEstate plans are valid at the time they are signed, but sometimes years or decades pass before they come into play and circumstances change.