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
Give and Take
By Olivia MellanGiving to others usually suggests that donors feel they have enough for their own needs. But as bonuses, raises, and jobs themselves have disappeared and...
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.
September 14, 2009
Majoring in Risk ReductionWealth managers who've readied clients financially for sending a child to college face an even harder task: Helping them prepare for the increased risks their kids will be shouldering away at school.
September 01, 2009
Regaining TrustDrawing on 30 years of research and experience, Drs. Dennis and Michelle Reina of the Trust Building Institute in Stowe, Vermont, have developed an approach...