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
Paralysis Analysis
By Olivia MellanAfter the past few years of financial turmoil, shattered confidence and anxiety about the future, many investors are understandably in shock. Advisors…
June 29, 2011
BofA in $8.5 Billion RMBS Deal With PIMCO, Goldman, OthersBank of America's latest settlement involves 530 trusts that bought residential mortgage-backed securities for $424 billion.
June 27, 2011
What Next? ILITs & Estate Planning With the $5M ExclusionSurrender, sale or replacement. Which method of disposing of unneeded insurance policies is best for your clients?
June 15, 2011
Estate Planning: Time Running Out on $5 M Gift-Tax ExemptionDefective trusts are one way to implement an “estate freeze” that leverages the $5 million gift-tax exemption due to expire this year.
June 10, 2011
California Appeals Court Holds STOLI Law Isn’t RetroactiveThe impact of the court ruling on a Lincoln Life policy: Does the 2009 anti-STOLI law apply to your clients’ policies?
June 07, 2011
The great debate on ... cold calling?I didn't know cold calling was such a hot-button issue, but apparently it is. We published a piece by contributor Kelley Robertson about "The new rules of cold calling for advisors." It kicked off a firestorm of debate
June 07, 2011
Tax Court Confirms Surrender Charges Reduce FMV of Life PolicyRuling on 419 welfare benefit plan sheds some light on taxpayers seeking to reduce their tax liability after distributions.
June 06, 2011
Are Credit Shelter Trusts Extinct?Starting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.