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
June 16, 2009
Advisor alert: You win with trustIt's clear. The results are in. Overwhelmingly, seniors are telling us that "trust" is the number one factor that earns (and keeps) their business.
June 16, 2009
Advisor alert: You win with trustIt's clear. The results are in. Overwhelmingly, seniors are telling us that "trust" is the number one factor that earns (and keeps) their business.
June 10, 2009
Investment Advisor Charged in $6 Million TheftThe SEC and the U.S. Attorney's Office for the Southern District of NY, have charged the co-Founder and Principal of AFW Wealth Advisors, Matthew D. Weitzman, with stealing "more than $6 million in investor funds for his own personal use."
June 04, 2009
Intentionally Defective Trusts Have Non-Tax Benefits TooAlthough tax benefits are very important, there are many non-tax benefits as well when intentionally defective trusts are used in an irrevocable life insurance trust.
June 03, 2009
Intentionally Defective Trusts Have Non-Tax Benefits TooAlthough tax benefits are very important, there are many non-tax benefits as well when intentionally defective trusts are used in an irrevocable life insurance trust.
June 02, 2009
Web Exclusives: Home Sweet HomeFor many moderate and high net-worth clients, estate planning focuses on the personal residence. Jim Allen writes about estate and charitable planning considerations that relate to the family home.
June 01, 2009
Turning mistrust into goldTrust in business has plummeted to a 10-year low, according to Edelman, a global PR firm.