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
Estate and Charitable Planning For The Family Home
By Jim AllenFor many moderate and high net-worth clients, estate planning often focuses on the personal residence or family home.
May 31, 2009
Estate and Charitable Planning For The Family HomeFor many moderate and high net-worth clients, estate planning often focuses on the personal residence or family home.
May 28, 2009
A loser of an estate planning legacyA little reminder of the need for insurance reviews in client meetings. Low interest rate environs aren't good for boomers using life insurance to cover...
May 19, 2009
Women Drive Charitable GivingMany wealth managers know that charitable giving is a priority for wealthy families and incorporate that into their practices. What might come as more of a surprise is that women are driginf the decisions about where and how much to give.
May 13, 2009
Feds: Trust Funds Face RuinThe finances of the funds that back Medicare programs look even worse this year than they did in 2008, the Medicare trustees report.
May 04, 2009
Timing Is Right For Leveraged Wealth TransfersAdvanced planning continues to function in a tax and economic environment that places a premium on wealth transfer strategies that leverage the federal gift tax exemption...
May 03, 2009
Timing Is Right For Leveraged Wealth TransfersAdvanced planning continues to function in a tax and economic environment that places a premium on wealth transfer strategies that leverage the federal gift tax exemption...
May 01, 2009
Retirement Planning: Estate Tax Up for DebateOne issue that will be a big debate in Congress this year is the estate tax. Congress must take some action on the estate tax...