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
With More Blended Families, Estate Planning Gets Ugly (USA Today)
By Staff WriterHealth-care costs, blended families making inheritances smaller.
March 19, 2012
What I Do in My Practice, Pt. 4: Clients’ Tax Filing StatusSome reminders on your clients tax filing status: Death, married filing separate, looming divorce.
March 18, 2012
Today's Opportunities in Estate PlanningThree top producers weigh in on the risks for and opportunities in estate planning, today and in the future.
March 16, 2012
4 Estate and Tax Planning Steps to Take in an Uncertain YearRegardless of whether Congress acts on taxes by year-end, estate planning attorney John Scroggin says taxpayers shouldn't dally.
March 15, 2012
New DirectionsAs your clients age, they need more help in mapping out their financial goals.
March 15, 2012
New DirectionsAs your clients age, they need more help in mapping out their financial goals.
March 15, 2012
Recession-Wracked Boomers Seek Reverse Mortgages at Younger Age: MetLifeThe number of cash-strapped Baby Boomers age 62 to 64 taking out reverse mortgages has tripled since 1999, sharply lowering the average age of potential borrowers, according to a study released Wednesday by the MetLife Mature Market Institute.
March 12, 2012
What I Do in My Practice, Pt. 3: My Role With Other AdvisorsSometimes an advisor's job is to be an ethical coordinator: a real-life example on perhaps not the best way to handle possible changes in the estate tax