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
Trust me: New alternatives to trusts
By Chelsey EmmelhainzAccording 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 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.
October 26, 2009
Ask the expert: Use immediate annuities in estate planning?Here are are some factors to keep in mindI am considering using a single premium immediate annuity as part of an estate plan for my clients. about doing this?
October 25, 2009
Ask the expert: Use immediate annuities in estate planning?Here are are some factors to keep in mindI am considering using a single premium immediate annuity as part of an estate plan for my clients. about doing this?