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
Legacy Giving: Schwab Charitable Extends Reach of DAFs Beyond Donors’ Lifetime
By Michael S. FischerSchwab Charitable helps donors with philanthropic activities before and after death.
October 27, 2011
Pershing Augments Trust NetworkPershing LLC, a BNY Mellon company, announced Wednesday that it has enhanced its Trust Network with the additions of Comerica Bank & Trust and New York Private Trust Co. Trust Network is the open-architecture platform that enables Pershings introducing broker-dealer and independent RIA customers to offer their clients a wide...
October 26, 2011
Estate Tax Exclusion to Rise: IRS Inflation Adjustments for 2012Estate tax exclusion increases by $120,000 to $5.1 million in 2012; tax brackets to widen.
October 26, 2011
Graegin Loans: Estate Liquidity SolutionDo you have a client whose eventual estate will have a severe shortage of cash due to a family business? Try a Graegin loan.
October 25, 2011
Buy-Sell Agreements: Avoiding Transfer-for-Value ProblemsTransfer-for-value problems with insurance-funded buy-sell agreements can convert otherwise income-tax-free death benefits to ordinary income.
October 24, 2011
Estate Planning for Pets Can Save Lives (PennLive.com)A little-considered part of estate planning redefines the traditional definition of trustees to include family members that truly cannot be their own advocate: your family pets.
October 24, 2011
Estate Planning for Pets Can Save Lives (PennLive.com)A little-considered part of estate planning redefines the traditional definition of trustees to include family members that truly cannot be their own advocate: your family pets.
October 24, 2011
JPMorgan's Kelly: Housing Market Turnaround Is at HandAfter years of housing market decline that has weakened the economy and depressed consumer sentiment, a number of analyses are strongly suggesting that a turnaround in the beaten sector may finally be at hand.