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 Reform: Harold Evensky and Diahann Lassus Weigh In
By Kate McBrideThere is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.
December 08, 2010
Bush Tax Cut Deal: Estate Tax Proposed; Income Tax Rates Not CertainCould Estate tax be retroactive to 2010? Doubts remain over top rates for income taxes and dividends or cap gains.
December 03, 2010
IRI-Morningstar: VA Carriers Limited Fee Changes in Q3 Due to Slow EconomyFee changes in the variable annuity market dropped by half in Q3 as carriers held costs steady in light of the nation’s persistently slow economic recovery, IRI-Morningstar said.
December 01, 2010
A Sense of CommunityThis issue marks the 20th year of our annual Advisor Hall of Fame. A lot of very distinguished financial advisors have passed through these pages....
November 30, 2010
Warren Buffett and Bill Gates Talk Taxes and PhilanthropyWarren Buffett, Bill Gates, Ted Turner and Tom Steyer tell Christiane Amanpour why the prospect of higher taxes aren't so bad.
November 19, 2010
Congress May Eliminate Ability to Create Short-Term GRATs: Akin GumpThe 2010 year-end window of opportunity to transfer wealth at a reduced tax cost is open, and now is a good time to do it before Congress considers imposing restrictions.
November 08, 2010
Fading Homeownership Bodes Ill for Fannie, Freddie: BofA-Merrill EconomistsA report from Bank of America Merrill Lynch showing U.S. homeownership at its lowest point in over a decade suggests continued earnings losses for Fannie Mae and Freddie Mac.