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
The GRAT: An Estate Planning Opportunity For Today's Markets
By Matt GordonThe volatility last August was disheartening to many investors, particularly those who saw their equity investments drop in value. But the depressed prices can offer ...
October 23, 2007
The estate tax conundrum54% of affluent Americans (annual household incomes of $150,000 or more) surveyed have taken steps to plan their estates. 37% of affluent Americans surveyed have not taken any steps to plans their estates. 33% of those surveyed say th
October 07, 2007
LTC Vs. Estate Planning: The Gloves Are OffEstate planning financial advisors must consider long term care insurance as part of their solution or they risk their clients' financial well being.Why? The answer ...
October 07, 2007
LTC Vs. Estate Planning: The Gloves Are OffEstate planning financial advisors must consider long term care insurance as part of their solution or they risk their clients' financial well being.Why? The answer ...
September 16, 2007
Put Estate Planning On Your Clients' Radar ScreenThe Economic Growth and Tax Relief Reconciliation Act of 2001 earmarked the federal estate tax for a one-year repeal in 2010, with full reinstatement in ...
September 16, 2007
Put Estate Planning On Your Clients' Radar ScreenThe Economic Growth and Tax Relief Reconciliation Act of 2001 earmarked the federal estate tax for a one-year repeal in 2010, with full reinstatement in ...
September 01, 2007
Keeping an eye on the futureHave you thought about where you want your practice to be five years from now? How about what changes the industry will endure in the next five years? Nobody has a crystal ball, but there's one thing I do know for certain: We work in an industry
September 01, 2007
The trust factor, part 3: Sing like Sinatra, babyQuestion: Since the Good Life depends on possessing supreme trust, which great thinker tells us how to find it? Descarte ("To do is to be")? Voltaire ("To be is to do")? Frank Sinatra ("Do be do be do")? Answer: Ol' Blue Eyes, of course.