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 Planning for Same-Sex and Unmarried Couples
By RobertSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.
February 01, 2009
Estate Planning Is More Than A Numbers GameDuring my quarter-century of advanced sales consulting, I've heard life insurance agents make some variation of the following statement literally hundreds of times: "I've got a guy who's worth $20 million...
February 01, 2009
Flexible Strategies To Deploy In Uncertain TimesAccording to the Tax Policy Center, as a candidate for President, Barack Obama said he would make the estate tax permanent...
February 01, 2009
Taking Advantage of a Down EconomyDifficult economic times can provide an excellent opportunity for affluent clients to make strategic moves that can help reduce taxes and more efficiently transfer assets...
January 22, 2009
Now's the time for estate planningNow is a great time for estate planning, and many planners are turning to grantor-retained annuity trusts to do that, writes the Wall Street Journal. The...
January 21, 2009
Trust (services) key to RIA successThe argument for registered investment advisors to offer trust services to their clients is compelling. According to a new white paper from Charles Schwab Institutional,...
January 01, 2009
Start the estate planning conversationA recent survey by LegalZoom.com reveals that the creation of a last will or living trust is one of the most avoided topics between younger...