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
Pershing Expands Network with Comerica and New York Private Trust
By thinkadvisorPershing 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.
October 26, 2011
Graegin Loans: Estate Liquidity SolutionDo you have a client whose eventual estate will have a severe shortage of cash due to a family business? Try a Graegin loan.
October 25, 2011
Buy-Sell Agreements: Avoiding Transfer-for-Value ProblemsTransfer-for-value problems with insurance-funded buy-sell agreements can convert otherwise income-tax-free death benefits to ordinary income.
October 24, 2011
Estate Planning for Pets Can Save Lives (PennLive.com)A little-considered part of estate planning redefines the traditional definition of trustees to include family members that truly cannot be their own advocate: your family pets.
October 24, 2011
Estate Planning for Pets Can Save Lives (PennLive.com)A little-considered part of estate planning redefines the traditional definition of trustees to include family members that truly cannot be their own advocate: your family pets.
October 24, 2011
JPMorgan's Kelly: Housing Market Turnaround Is at HandAfter years of housing market decline that has weakened the economy and depressed consumer sentiment, a number of analyses are strongly suggesting that a turnaround in the beaten sector may finally be at hand.
October 15, 2011
Portability Election Could Trigger Estate Tax Return AvalancheFailure to elect the DSUEA could cost your clients $1.75 million.
October 13, 2011
To Get Referrals, Give ReferralsWant more referrals? Lead by example and then send out magic mail so clients and prospects know the time and effort you put in to help them.