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
TIPS are Riskier than You Think
By Robert HuebscherInterest in Treasury Inflation Protected Securities (TIPS) is surging as investors seek protection against both inflation and deflation.
June 10, 2009
Investment Advisor Charged in $6 Million TheftThe SEC and the U.S. Attorney's Office for the Southern District of NY, have charged the co-Founder and Principal of AFW Wealth Advisors, Matthew D. Weitzman, with stealing "more than $6 million in investor funds for his own personal use."
June 04, 2009
Intentionally Defective Trusts Have Non-Tax Benefits TooAlthough tax benefits are very important, there are many non-tax benefits as well when intentionally defective trusts are used in an irrevocable life insurance trust.
June 03, 2009
Intentionally Defective Trusts Have Non-Tax Benefits TooAlthough tax benefits are very important, there are many non-tax benefits as well when intentionally defective trusts are used in an irrevocable life insurance trust.
June 02, 2009
Web Exclusives: Home Sweet HomeFor many moderate and high net-worth clients, estate planning focuses on the personal residence. Jim Allen writes about estate and charitable planning considerations that relate to the family home.
June 01, 2009
Turning mistrust into goldTrust in business has plummeted to a 10-year low, according to Edelman, a global PR firm.
June 01, 2009
Estate and Charitable Planning For The Family HomeFor many moderate and high net-worth clients, estate planning often focuses on the personal residence or family home.
June 01, 2009
Advisors Ask Who's Trustworthy?It seems like a pretty straightforward question. Until a year ago, we probably didn't give it much thought. Now, it seems like everyone is asking...