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
Why You Still Shouldn’t Gamble on Gift and Estate Taxes
By Andrew RiceYou should push your clients to gift their assets ahead of this year's estate tax sunset, right? It's not that simple.
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.
April 01, 2012
Estate Planners: 9 Months Left for Tax-Free Transfer of $10 MillionWhite paper shows how investors can use trusts, life insurance and annuities to pass millions through exemptions expiring at year end.
April 01, 2012
Estate Planners: 9 Months Left for Tax-Free Transfer of $10 MillionWhite paper shows how investors can use trusts, life insurance and annuities to pass millions through exemptions expiring at year end.