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
The Scope of the Problem
By James J. GreenSpeaking at the Schwab Impact 2009 conference in San Diego in mid-September, tax and estate planning attorney John Scroggin first poked fun at his profession,...
October 01, 2009
Wealth MattersWhile the outcomes of the healthcare and financial services reform debates now in high gear in Washington will have pivotal effects on advisors this year...
September 30, 2009
Economic Turmoil Planning: Taking Steps to Take ControlFailure 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 28, 2009
Managing the Risk and Responsibilities of SRIAlthough obviously all forms of investing are affected by the stock market's recent decline, an important longer-term trend involves socially-responsible investing (SRI).
September 21, 2009
Are There Still Wealth Transfer Opportunities for Clients?The "perfect storm" resulting from reduced asset values and historically low interest rates can become very effective wealth transfer strategies.
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.