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
Post-Election Estate Tax Fix?
By Melanie WaddellTax issues will figure prominently in the goings-on in Washington this presidential election year, with the consensus among tax specialists being that Congress is most likely to address the estate tax when it decides late this year whether to extend the Bush tax cuts.
March 01, 2012
8 Estate Planning Mistakes to AvoidWe asked several advisors to identify the most common mistakes they encounter from other financial planners.
February 29, 2012
Heritage Planning Pt. 6, Enhancing Multi-Generation CommunicationA key part of the family governance process: holding a family event called Heritage Day.
February 29, 2012
Reputation death, Part 4:Always recommend high-value and low- or moderate-cost products.
February 28, 2012
George Clooney Makes Estate Planning Sexy (Forbes)"The Descendants" calls attention to estate planning issues on the big screen.
February 27, 2012
George Clooney Makes Estate Planning Sexy (Forbes)"The Descendants" calls attention to estate planning issues on the big screen.
February 27, 2012
Wharton Professor Gives Advisory Model Radical MakeoverVeritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.