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
IRS’ Secret Crackdown on Real Estate Gifts
By Michael S. FischerThe IRS quietly gathered data from states looking for real estate gifts not reported to the government by taxpayers.
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.
July 01, 2011
Paralysis AnalysisAfter the past few years of financial turmoil, shattered confidence and anxiety about the future, many investors are understandably in shock. Advisors…
June 30, 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.