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
Warren Buffett’s Son, Peter, Says Dad Doesn’t Owe Him a Thing
By Joyce HansonBillionaire investor Warren Buffett has earned a reputation as a highly quotable speaker, and now his son Peter is following in his fathers footsteps even though he wont be inheriting his dads fortune.
October 01, 2011
An estate planning primer for 2011Current tax laws have made estate planning more complicated. The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 reinstated the estate tax in 2011.
September 30, 2011
An estate planning primer for 2011Current tax laws have made estate planning more complicated. The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 reinstated the estate tax in 2011.
September 29, 2011
Blood and money: families fighting over inheritanceAttorney P. Mark Accettura outlines three reasons why estate planning is so essential.
September 29, 2011
Ramping UpAa a Certified Financial planner back in 1990, Spenser Segal ran a retirement plan projection for a couple in their mid-50s who thought they had done everything right. Theyd saved $500,000. They had no debt. But it wasnt enough to support the retirement they had dreamed about. The look in...
September 19, 2011
Building a Personalized Disaster Plan for Clients: Pt. 2—The 4 Big Post-Disaster DangersWhen it comes to a disaster plan, make sure clients first create a disaster supply kit, and then prepare to address identity theft, insurance claims and a death in the family.
September 18, 2011
IRS Clarifies Deductibility of Advisory Fees by Estates and TrustsThe IRS has reissued proposed regs that clarify when a nongrantor trusts or estates investment advisory services are fully deductible for income tax purposes.
September 17, 2011
How to Build a Foolproof Family Limited PartnershipA strong FLP must be custom-built from the ground up or you risk having the IRS or a court set it aside.