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
Portfolio Optimization With Collectible Art: Portfolio Fix
By Ed McCarthy, CFP, RICPArt can reduce portfolio risk without substantially reducing returns
July 20, 2011
Honesty and trustworthinessI'm not much good at large appliance repair. While usually not a big deal in my everyday life, this makes me feel particularly vulnerable when my refrigerator or oven breaks down and we need to call in a repairman.
July 20, 2011
Honesty and trustworthinessI'm not much good at large appliance repair. While usually not a big deal in my everyday life, this makes me feel particularly vulnerable when my refrigerator or oven breaks down and we need to call in a repairman.
July 19, 2011
Domestic Asset Protection Trusts: Equal to Their Offshore Brethren?If you use a domestic asset protection trust, is it likely to to stand up to creditors’ battle tactics?
July 14, 2011
Ode to the Trust: 1st SonataThis article is the first in a two-part series from Mr. Shenkman outlining the necessary elements to successfully manage a trust, including life insurance trusts, to avoid litigation and ensure the smooth operation of the grantor's wishes.
July 12, 2011
Treasury Extends FBAR Deadline AgainTreasury again extends deadline for filing FBAR forms, but this likely to be the last reprieve.
July 06, 2011
The moment of truthWhen was the last time you asked for the order and your prospect told you they wanted to take it home and sleep on it? Unless you're selling mattresses, that's not the kind of response you were hoping to hear.
July 01, 2011
Estate PlanningToo many seniors fail to develop an overall estate plan to take them into retirement and leave something for their heirs. Use this checklist to make sure your clients are able to make an efficient transfer of their assets.