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
Pass The Turkey With A Side Of MORE Celebrity Estate Planning Stories (Forbes)
By Staff WriterWant to broach the controversial subject of estate planning over Thanksgiving dinner this week? Try using a celebrity anecdote to get family members more comfortable talking about hard decisions.
November 14, 2011
Northern Trust: Workers Below Age 35 Lagging in DC Plan Participation RatesAccording the study, plan sponsors reported strong participation rates of 71% or higher among the majority of employees, but younger employees lagged their older counterparts.
November 11, 2011
One Man’s Quest to Find an Indie RIA BuyerWhen Harry Rady flew to New York from San Diego recently, he was on a mission: to find an independent RIA that would buy him out.
November 06, 2011
Donor Advised Funds: A Less Expensive Charitable Alternative?Donor Advised Funds can allow your clients to align their planning and charitable aspirations.
November 04, 2011
Pitfalls of Serving as Trustee for Client’s Life Insurance TrustTrusts offer tremendous advantages over a bare life insurance policy, but how far should you go to assist your clients with their life insurance trusts?
October 30, 2011
Is Domestic Asset Protection Still Viable After Mortensen?Asset-protection planning using Domestic Asset Protection Trusts just got a whole lot riskier after the Bankruptcy Court decision in Battley v. Mortensen.
October 28, 2011
Legacy Giving: Schwab Charitable Extends Reach of DAFs Beyond Donors’ LifetimeSchwab Charitable helps donors with philanthropic activities before and after death.
October 27, 2011
Pershing Expands Network with Comerica and New York Private TrustPershing LLC, a BNY Mellon company, announced that it has enhanced its Trust Network with the additions of Comerica Bank & Trust, NA and New York Private Trust Company.