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
Family businesses and estate planning
By Staff WriterNearly 1/3 of family business owners have no estate plan beyond a will.* 54%: Percentage of family business owners who indicate a clear understanding of estate taxes.* Fewer than 1/2 of family business owners who expect to retire in f
November 11, 2007
The GRAT: An Estate Planning Opportunity For Today's MarketsThe volatility last August was disheartening to many investors, particularly those who saw their equity investments drop in value. But the depressed prices can offer ...
October 28, 2007
The UTC and ILITs: Is What You Read Really What You Get?Imagine a client applying to a carrier for a million dollar life insurance policy. The client wants his or her policy to be owned by ...
October 28, 2007
The UTC and ILITs: Is What You Read Really What You Get?Imagine a client applying to a carrier for a million dollar life insurance policy. The client wants his or her policy to be owned by ...
October 23, 2007
The estate tax conundrum54% of affluent Americans (annual household incomes of $150,000 or more) surveyed have taken steps to plan their estates. 37% of affluent Americans surveyed have not taken any steps to plans their estates. 33% of those surveyed say th
October 07, 2007
LTC Vs. Estate Planning: The Gloves Are OffEstate planning financial advisors must consider long term care insurance as part of their solution or they risk their clients' financial well being.Why? The answer ...
October 07, 2007
LTC Vs. Estate Planning: The Gloves Are OffEstate planning financial advisors must consider long term care insurance as part of their solution or they risk their clients' financial well being.Why? The answer ...
September 16, 2007
Put Estate Planning On Your Clients' Radar ScreenThe Economic Growth and Tax Relief Reconciliation Act of 2001 earmarked the federal estate tax for a one-year repeal in 2010, with full reinstatement in ...