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
Federal Estate Tax Changes Loom
By John BockWith the Federal Estate Tax rules on the cusp of expiration (for one year) in a matter of weeks, wealth managers and their clients are having a difficult time predicting what the government will do.
November 11, 2009
Trust me: New alternatives to trustsAccording to Dana Shilling, if a trust is too complex, too expensive or creates tax problems, there are some alternatives to helping your client make the most of them:
November 09, 2009
Questions of Trusts & LimitsWealth managers and estate planning attorneys are quick to recognize the value of trusts and LLCs, but tend to overlook the serious, but less obvious, challenges of insuring such legal entities.
November 06, 2009
This isn't Plato's "Leisure Class"Many younger people (and a few older ones) have been culturally conditioned to not only say something, but to include regrettable photos and videos, too, if that's what it takes to get some attention.
November 03, 2009
Adding estate planning into the mixAccording to a survey conducted by the Hartford Financial Services Group, 37 percent of affluent Americans (who have an annual household income of $150,000 or more) have not taken any steps to plan their estates.
November 03, 2009
Adding estate planning into the mixAccording to a survey conducted by the Hartford Financial Services Group, 37 percent of affluent Americans (who have an annual household income of $150,000 or more) have not taken any steps to plan their estates.
October 27, 2009
Long-Term Care Costs: CalculatedFew among us are 100% sure of having the resources necessary to fund long-term care in our elder years.