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
Wharton Professor Gives Advisory Model Radical Makeover
By Gil WeinreichVeritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.
February 23, 2012
The End of Trusts?Despite the current estate tax climate, there are still valid reasons advisors should have this structure in their arsenal.
February 23, 2012
The End of Trusts?Despite the current estate tax climate, there are still valid reasons advisors should have this structure in their arsenal.
February 22, 2012
Estate Settlement Solutions for Small EstatesYour client doesn't need a seven-figure estate to require advanced planning.
February 22, 2012
Estate Settlement Solutions for Small EstatesYour client doesn't need a seven-figure estate to require advanced planning.
February 14, 2012
Whitney Houston Estate to Gain; Questions RemainWhitney Houston's estate is getting a post-mortem boost.
February 14, 2012
Whitney Houston Estate to Gain; Questions RemainWhitney Houston's estate is getting a post-mortem boost.
February 06, 2012
4 Key Predictions for Charitable Giving in 2012Growth in giving will increase this year, though at a slower pace than in 2011, but where will it come from and where will it go?