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
Post-Election Estate Tax Fix?
By Melanie WaddellThe consensus is that the Bush-era tax cuts will be addressed after the presidential election.
March 01, 2012
At SSG Conference, CEO Mangan Focuses on Trust and IndependenceAt first national conference of Shareholders Service Group, leader Peter Mangan says fiduciary standard shows investors who they can trust.
March 01, 2012
8 Estate Planning Mistakes to AvoidWe asked several advisors to identify the most common mistakes they encounter from other financial planners.
March 01, 2012
8 Estate Planning Mistakes to AvoidWe asked several advisors to identify the most common mistakes they encounter from other financial planners.
February 29, 2012
Heritage Planning Pt. 6, Enhancing Multi-Generation CommunicationA key part of the family governance process: holding a family event called Heritage Day.
February 29, 2012
Reputation death, Part 4:Always recommend high-value and low- or moderate-cost products.
February 28, 2012
George Clooney Makes Estate Planning Sexy (Forbes)"The Descendants" calls attention to estate planning issues on the big screen.
February 27, 2012
George Clooney Makes Estate Planning Sexy (Forbes)"The Descendants" calls attention to estate planning issues on the big screen.