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
Estate and Gift Taxes Reunited: Estate Planning for 2011 and Voices of 2010
By Robert L. MoshmanThe 2010 Tax Act delivers solid benefits for the estates of those dying in next two years: a higher exemption, lower tax rates, and an especially generous portability provision for unused exemptions between spouses.
February 07, 2011
Estate Tax Planning 101: ‘Call to Action’Estate planning 101 applies to all clients. Guiding clients to get the right counsel is an important conversation to have and another reason for clients to value wealth managers’ services.
February 03, 2011
As Super Bowl Nears, FINRA, NFL Tackle Issue of Financial Planning for PlayersWhile many players for the Pittsburgh Steelers and Green Bay Packers will be at the pinnacle of their careers this Super Bowl Sunday, they will all eventually grow old and retire, which is why FINRA and the NFL have joined in a financial planning program.
February 01, 2011
Advising the WidowWith the death of her husband, a widow’s family and friends will be steadfast in consoling her. But whom can she look to for authoritative, practical…
January 27, 2011
Advisor ethics alert: Sex, lies and salesMost salespeople have a complicated relationship with the truth. It's not hard to understand why, but most of us shy away from truth-telling. Too bad for us. It's not only misguided--it actually doesn't work.
January 27, 2011
Advisor ethics alert: Sex, lies and salesMost salespeople have a complicated relationship with the truth. It's not hard to understand why, but most of us shy away from truth-telling. Too bad for us. It's not only misguided--it actually doesn't work.
January 10, 2011
Estate Planning Attorneys Enjoyed Increased Business in 2010According to the Fourth Annual Industry Trends Survey, released Monday by WealthCounsel and Trusts & Estates magazine, 46% of estate planning attorneys saw an increase in business last year, up from 40% in 2009.
January 10, 2011
Estate Tax and Gift Plans Can Greatly Reduce Tax on Wealth TransfersStrategies for transfer take advantage of the two-year tax window and a long-term plan.