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
Wilmington Trust Boosts Foundation and Endowment Strategy
By Michael S. FischerHires F. Mackey Hughes in newly created role as MD of Endowments and Foundations.
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.
December 28, 2010
Estate Planning Demystified, and Saving Millions in Taxes on Gifts to GrandchildrenSome of the estate and gift tax rules will require fast action before year-end; others will allow you to act retroactively. See what your clients may need before the new year.
December 27, 2010
Tax Law Holds Serious Implications for AB Trust HoldersThe portability of the estate tax exclusion under the recently passed tax bill may lead you to review your wealthy clients' estate plans, especially if they have existing AB trusts.