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
The Estate Plan
By Ed McCarthy, CFP, RICPAs your clients age, they need more help in mapping out their financial goals.
March 30, 2012
Estate Planning for BeginnersThree top producers talk about what it takes to break into estate planning and the value of a good team in this line of work.
March 30, 2012
Estate Planners: 9 Months Left for Tax-Free Transfer of $10 MillionFinancial advisors catering to HNW investors have just nine months to help clients transfer more than $10 million to their heirs free of estate taxes before generous exemptions expire at the end of this year.
March 29, 2012
5 Problems With Domestic Asset Protection TrustsDAPTs are seen by some as a more palatable alternative than offshore structures with a similar purpose, but estate planning experts question whether this is the case.
March 28, 2012
Tax Planning and Insurance, Pt. 2: Estate Taxes and Life InsuranceAsked and answered by Tax Facts Online: When can a beneficiary of life insurance proceeds be held liable for payment of federal estate tax falling on the insureds estate?
March 28, 2012
Long Term Care Insurance May Become a Thing of the Past (New Jersey Estate Planning & Elder Law Blog)Insurers either leaving the market or seeking permission from states to raise premiums.
March 28, 2012
Long Term Care Insurance May Become a Thing of the Past (New Jersey Estate Planning & Elder Law Blog)Insurers either leaving the market or seeking permission from states to raise premiums.
March 27, 2012
Simplifying Your Practice; Seeking Hidden Value: April Research—SlideshowThe cover story of Research magazine's April issue looks into a growing trend in advisor training programs toward "Pursuing Simplicity." A feature article on "The Measured Approach to Value" describes how value investors today are applying their philosophy to a turbulent market. Among the April issue's other offerings: Bill Good's...