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
Economic Turmoil Planning: Taking Steps to Take Control
By Janice A. ForgaysFailure to review, reassess and adjust planning to reflect current economic realities may serve to multiply financial hardships many times over and for years to come.
September 21, 2009
Philanthropy: Tax Planning and BeyondInstead of seeing charitable giving as a way to discharge a moral responsibility, donors are viewing philanthropy as a proactive part of the high-net-worth lifestyle.
September 16, 2009
Web Exclusive: Defective TrustsJoseph N. Scianna explains how something that sounds like a nightmare can actually be an effective succession planning tool.
September 14, 2009
True or False: Obama's Charitable Deduction Proposal is Bad for Wealthy InvestorsThe Obama Administration's proposed cap on charitable deductions for the highest earners among us hasn't been front-and-center for several months, but it will grab headlines again.
September 14, 2009
Majoring in Risk ReductionWealth managers who've readied clients financially for sending a child to college face an even harder task: Helping them prepare for the increased risks their kids will be shouldering away at school.
September 01, 2009
Regaining TrustDrawing on 30 years of research and experience, Drs. Dennis and Michelle Reina of the Trust Building Institute in Stowe, Vermont, have developed an approach...
September 01, 2009
The Psychology of Advice: Betrayal of TrustIt seems sometimes that we're living in an era of betrayal. Renowned money managers, senior elected officials, and Fortune 500 corporate leaders seem to betray...
August 25, 2009
Dave WilliamsDave Williams, Senior Market Advisor's 2009 Advisor of the Year, is a $6 million producer. His firm, RDW Financial Group, is based in Brownsburg, Ind. According to Williams, "Trust and credibility are key. I've never experienced the level of