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
Do Estate Planning Attorneys Make Good Strategic Alliance Partners?
By Brandon StuerkeYes, but there are some differences in how they work with their clients that need to be taken into account.
March 23, 2012
Heritage Planning Pt. 7: Fostering Healthy Family DynamicsIn the seventh column exploring the concepts of heritage planning, how an advisor can foster healthy and productive family dynamics.
March 22, 2012
KIS-ing Estate PlanningTheres only one rule when it comes to working with clients on their estates: Keep it simple.
March 22, 2012
KIS-ing Estate PlanningTheres only one rule when it comes to working with clients on their estates: Keep it simple.
March 22, 2012
Beyond Survivorship: Joint Life Solutions for Today's Family BusinessesAdding a first-to-die rider can give your business clients the security they need so the business and family finances are protected if the primary business manager is the first to die.
March 22, 2012
AMG Wealth Nabs Veritable Equity Stake in Big Succession Planning DealAMG Wealth Partners President John Copeland says Veritable managers who have made long-term commitments to their firm will hold a significant equity interest in the business.
March 20, 2012
With More Blended Families, Estate Planning Gets Ugly (USA Today)Health-care costs, blended families making inheritances smaller.
March 20, 2012
With More Blended Families, Estate Planning Gets Ugly (USA Today)Health-care costs, blended families making inheritances smaller.