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
Planning For The Surviving Spouse With A QTIP Trust
By L. Kelly LavigneWhile an estate plan will often concentrate on the credit shelter trust or B trust side of an A-B trust, advisors should also give attention ...
August 18, 2008
Court Rules Against IRS's Tax Position on Insurance Company DemutualizationA recent federal court decision ruled against the IRS's stance that policyholders who receive stock in a mutual-to-stock conversion of an insurance company--known as a demutualization--must pay taxes on the proceeds when the stock is sold.
August 10, 2008
Market To Estate Planning Prospects NowThe future of federal estate taxes is uncertain. The $2 million current estate tax exemption is scheduled to increase in 2009, supernova in 2010, and ...
August 10, 2008
Market To Estate Planning Prospects NowThe future of federal estate taxes is uncertain. The $2 million current estate tax exemption is scheduled to increase in 2009, supernova in 2010, and ...
August 01, 2008
Are you referral worthy?When thinking about how to come up with more referrals from your client roster, perhaps a seemingly counterintuitive approach is the best: Stop asking clients for them and start thanking clients for the referrals they've given -- whether
August 01, 2008
Staying FlexibleOne way that inflexible trusts hamper beneficiaries is when children and grandchildren move to other states. If the trust were drafted in New York without...
August 01, 2008
A Prospect With a PlanEvery advisor has heard some version of the phrase: "I've done my planning already." The implication is that once they've endured the financial planning process,...
July 31, 2008
Are you referral worthy?When thinking about how to come up with more referrals from your client roster, perhaps a seemingly counterintuitive approach is the best: Stop asking clients for them and start thanking clients for the referrals they've given -- whether