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
Keep unconscious bad habits in check
By staff WriterAs people who make decisions, we have to rely on competent outside resources to help us come to important decisions. The issues for which we need such services represent areas of life where we don't want to have to be "as good" as someone who
June 04, 2007
Pets Can Be Beneficiaries TooWhat happens to Max or Fluffy when their owner dies? The Humane Society of the United States, Humane Society Legislative Fund, and Doris Day Animal...
June 03, 2007
Wealthy Boomers Using Dynasty TrustsThere are now more than 9 million millionaire households in the U.S., including families with $5 million to $25 million in net worth, the Federal Reserve reports.
June 03, 2007
Lead By Example While Leaving A LegacyA charitable lead annuity trust can be a useful tool in reducing the value of a client's taxable estate while providing financial assistance to the ...
June 03, 2007
Lead By Example While Leaving A LegacyA charitable lead annuity trust can be a useful tool in reducing the value of a client's taxable estate while providing financial assistance to the ...
June 02, 2007
Wealthy Boomers Using Dynasty TrustsThere are now more than 9 million millionaire households in the U.S., including families with $5 million to $25 million in net worth, the Federal Reserve reports.
May 06, 2007
Selling Insurance For Estate PlanningDon't be afraid of estate planning. So long as you have a good relationship with the client, then you can bring in other advisors to ...
May 06, 2007
Selling Insurance For Estate PlanningDon't be afraid of estate planning. So long as you have a good relationship with the client, then you can bring in other advisors to ...