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
IRS Greenlights ILIT Replacement Policies
By William H. Byrnes, Robert BloinkThe IRS has held that a grantors power to substitute a policy in an ILIT for another policy of equal value will not result in estate inclusion
December 16, 2011
Beyond Estate Planning—Heritage Planning for Families, Pt. 3: The Guided DiscoveryPresenting a unique kind of interview process to help couples and familiesyour clientsidentify their familys unique values
December 14, 2011
Seniors Speak Out on Advisor CompensationThe debate over advisor compensation has been heating up lately so we reached out to seniors to get their thoughts on this timely topic.
December 14, 2011
Top 10 Dumbest States for Financial IQA study by the nonpartisan EBRI shows the difference in financial literacy and behavior for each state and Washington, D.C. To determine which states had the lowest financial IQ, AdvisorOne added each states ranking in the two categories and, like golf, the highest scores lost.
December 06, 2011
8 Moves Investors Should Make in 2012: Brinton EatonBrinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with keeping the faith in equities and keeping a tight rein on emotions.
December 05, 2011
Heritage Planning, Pt. 2: The Future of Your Clients’ FamiliesA comprehensive solution to closing the gap in family heritage planning.
November 30, 2011
Find Your Fact FinderHaving trouble finding a good fact finder? Check out some of these samples.
November 30, 2011
Find Your Fact FinderHaving trouble finding a good fact finder? Check out some of these samples.