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
Avoid the FLP Trap When Paying the Estate Tax
By William H. Byrnes, Robert BloinkWhen an estate is facing a liquidity crisis, why not tap the family limited partnership for cash?
August 17, 2011
Wealth Transfer Implications of U.S. Debt DowngradeAn increase is possible in safe-harbor interest rates for intra-family debt transactions
August 11, 2011
IRA Owners on Brokerage Chopping BlockIndividual retirement account holders may find themselves brokerless if the DOL adopts its proposed fiduciary duty rules.
August 11, 2011
Lessons for U.S. Advisors—and Regulators—on Risk, Suitability From OverseasPaying attention to consumer needs is no longer whistling in the wind. Its a global tornado.
August 10, 2011
Making marketing personalHere's the truth -- you can be a brilliant salesperson, but if you don't know how to be a successful marketer, you're probably not going to get anywhere.
August 10, 2011
Making marketing personalHere's the truth -- you can be a brilliant salesperson, but if you don't know how to be a successful marketer, you're probably not going to get anywhere.
August 09, 2011
The Perils of PrognosticationStrategists from most Wall Street experts predicted 10-12% market growth for 2011 while only two called for minor declines.
August 08, 2011
IRS Issues Guidance for Executors of Estates of 2010 DecedentsThe IRS issued guidance on Friday for executors who plan to opt out of the estate tax and have carryover basis rules apply for estates of people who died in 2010.