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
Parents, Pets and Online Presence: New Concerns for Modern Estate Planners
By Staff WriterThe traditional focus of estate plans has changed for the boomer generation.
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.
April 24, 2012
Estate Planning: What You Don't Say Can Hurt You (Huffington Post)When it comes to estate planning, it's never too early to get everything in order or update those plans as circumstances change.
April 24, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesYou should push your clients to gift their assets ahead of this year's estate tax sunset, right? It's not that simple.