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
Can Gift-Splitting Go Wrong?
By William H. Byrnes, Robert BloinkGift-splitting offers tax advantages, but IRS rules must be followed.
November 17, 2011
Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational PlanningIn the first of a series of postings, Cam Thornton explains the concept of heritage planning, and goes beyond the buzz to explain the value of preparing families to inherit more than just money.
November 15, 2011
HNW Risk Management at Home: Protecting Clients From Help and ContractorsMerely relying on referrals and job agencies wont protect high-net-worth clients, but taking these steps will.
November 14, 2011
Northern Trust: Workers Below Age 35 Lagging in DC Plan Participation RatesAccording the study, plan sponsors reported strong participation rates of 71% or higher among the majority of employees, but younger employees lagged their older counterparts.
November 11, 2011
One Man’s Quest to Find an Indie RIA BuyerWhen Harry Rady flew to New York from San Diego recently, he was on a mission: to find an independent RIA that would buy him out.
November 06, 2011
Donor Advised Funds: A Less Expensive Charitable Alternative?Donor Advised Funds can allow your clients to align their planning and charitable aspirations.
November 04, 2011
Pitfalls of Serving as Trustee for Client’s Life Insurance TrustTrusts offer tremendous advantages over a bare life insurance policy, but how far should you go to assist your clients with their life insurance trusts?
October 30, 2011
Is Domestic Asset Protection Still Viable After Mortensen?Asset-protection planning using Domestic Asset Protection Trusts just got a whole lot riskier after the Bankruptcy Court decision in Battley v. Mortensen.