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
Inheritance
By Jane Wollman RusoffMax Asnas, the colorful founder of New York City's Stage Delicatessen, also famous as "The Corned Beef Confucius," philosophized: "Money is something you got to make...
February 17, 2008
Locating Your Clients On The Estate Planning HierarchyClients and potential clients are often deterred from doing estate planning by a perception that the process is complicated and involved. The complexity of a ...
February 17, 2008
Special Needs Planning: Helping Those Who Cannot Help ThemselvesOne in 150 8-year-old children in the United States has been diagnosed with autism, according to the U.S. Center for Disease Control. Furthermore, the National ...
February 01, 2008
Estate planning is not succession planningEstate planning consists in part of deciding how property should be distributed at death. Succession planning focuses on decisions about the form of ownership and the organization and operation of the business, including the eventual transfer of the
January 31, 2008
How to read your prospect like a bookAre you aware that your body language reveals your deepest feelings and hidden thoughts to total strangers?
January 31, 2008
Estate planning is not succession planningEstate planning consists in part of deciding how property should be distributed at death. Succession planning focuses on decisions about the form of ownership and the organization and operation of the business, including the eventual transfer of the
January 20, 2008
High Court Rules On Trust CostsThe U.S. Supreme Court last week handed down a unanimous decision limiting the ability of trusts to deduct investment expenses.The decision in the case, Knight, ...