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
Could the End of the Inherited IRA Be Near?
By Robert Bloink, William H. ByrnesThe benefit of inherited IRAs could be eliminated soon through a plan proposed recently by the Senate Finance Committee.
February 22, 2012
Estate Settlement Solutions for Small EstatesYour client doesn't need a seven-figure estate to require advanced planning.
February 22, 2012
Estate Settlement Solutions for Small EstatesYour client doesn't need a seven-figure estate to require advanced planning.
February 14, 2012
Whitney Houston Estate to Gain; Questions RemainWhitney Houston's estate is getting a post-mortem boost.
February 14, 2012
Whitney Houston Estate to Gain; Questions RemainWhitney Houston's estate is getting a post-mortem boost.
February 06, 2012
4 Key Predictions for Charitable Giving in 2012Growth in giving will increase this year, though at a slower pace than in 2011, but where will it come from and where will it go?
February 02, 2012
Northwestern Mutual to Recruit 5,000 Finance Professionals in 2012Against a backdrop of high U.S. unemployment along with a shortage of job creation, Northwestern Mutual expects that more than 50% of the new financial representatives will be career changers.
February 02, 2012
Heritage Planning Pt. 5: Process for Creating the Heritage StatementTo create true multi-generational planning, you have to have the right advisor team and engage your client to define a shared vision. Here's where to start.