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
Estate Tax Limbo Likely to End This Year
By Melanie WaddellThe consensus among tax specialists is that Congress is most likely to address the estate tax when it decides late this year whether to extend the Bush tax cuts.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 20, 2012
IMCA Conference Comes to NYC Featuring Ezrati, GolubIMCA will bring a wealth of speakers to its Jan. 30-31 consultants conference on Times Square in New York City.
January 17, 2012
Collective Investment Trusts: To Trust or Not to Trust? (U.S. News)Collective investment trusts, or CITs, might take off this year, as 401(k) managers look for lower-cost options. But are they safe?
January 13, 2012
Heritage Planning Pt. 4: Creating a Family Story and LegacyFor your consideration: the process of creating a familys living chronicle for the client and the client's familya heritage statement
January 12, 2012
Dog Bites Man! TDFs Fail ExpectationsTarget date funds, already the subject of controversy for failing to deliver promised returns, took another turn for the worse in 2011.
January 05, 2012
Trust: Don’t Leave Home Without ItFollow these five principles to build trust in your clients and prospects.
January 05, 2012
Estate Planning and Other Existential Agitations (Huffington Post)Depending on what source you look at, roughly 58 to 64 percent of Americans haven't done any form of estate planning whatsoever. Debra Ollivier explores why.