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
Turning mistrust into gold
By Steven McCartyTrust in business has plummeted to a 10-year low, according to Edelman, a global PR firm.
May 19, 2009
Women Drive Charitable GivingMany wealth managers know that charitable giving is a priority for wealthy families and incorporate that into their practices. What might come as more of a surprise is that women are driginf the decisions about where and how much to give.
May 13, 2009
Feds: Trust Funds Face RuinThe finances of the funds that back Medicare programs look even worse this year than they did in 2008, the Medicare trustees report.
May 04, 2009
Timing Is Right For Leveraged Wealth TransfersAdvanced planning continues to function in a tax and economic environment that places a premium on wealth transfer strategies that leverage the federal gift tax exemption...
May 03, 2009
Timing Is Right For Leveraged Wealth TransfersAdvanced planning continues to function in a tax and economic environment that places a premium on wealth transfer strategies that leverage the federal gift tax exemption...
May 01, 2009
Retirement Planning: Estate Tax Up for DebateOne issue that will be a big debate in Congress this year is the estate tax. Congress must take some action on the estate tax...
April 28, 2009
Panel To Hold AIG HearingA congressional committee chief has asked Edward Liddy and several members of an American International Group Inc. oversight body to appear at a hearing.
April 22, 2009
Institute for Private Investors Survey: Cash HelpedMany ultra-wealthy private investors fared better than large institutions in the 2008 downturn, because of the investors' higher-than-usual allocations to cash, according to the latest research from the Institute for Private Investors' (IPI).