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
High Court Rules On Trust Costs
By Arthur D. PostalThe 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, ...
January 13, 2008
How Flexible Can You Be?In the estate planner's tool chest of legal devices, perhaps none is more handy than the trust protector: A person or corporation who, depending on the terms of the trust...
January 12, 2008
How Flexible Can You Be?In the estate planner's tool chest of legal devices, perhaps none is more handy than the trust protector: A person or corporation who, depending on the terms of the trust...
January 08, 2008
Financial advocate for the familyOne of the biggest problems for advisors is overcoming client stereotypes. Clients tend to put advisors in a "box" based on their preconceived notion of the service provided and only share what they think appropriate. When they need
January 07, 2008
Financial advocate for the familyOne of the biggest problems for advisors is overcoming client stereotypes. Clients tend to put advisors in a "box" based on their preconceived notion of the service provided and only share what they think appropriate. When they need
January 01, 2008
Life of the estate planning partyAdvisor Joel Javer, CFP, has a message for people who think their estate planning worries will suddenly evaporate come 2010 when the federal estate tax is scheduled for full repeal: Think again. Javer, principal at the Sharkey, Howes & Javer
January 01, 2008
Don't Be RigidRigid documents can also create obstacles for beneficiaries and trustees. Some attorneys have drafted dynasty trusts without providing the needed flexibility in fiduciary powers. Without...
December 31, 2007
Life of the estate planning partyAdvisor Joel Javer, CFP, has a message for people who think their estate planning worries will suddenly evaporate come 2010 when the federal estate tax is scheduled for full repeal: Think again. Javer, principal at the Sharkey, Howes & Javer