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
Ouch! Tabulating The Cost Of Ta Blunders
By Warren S. HerschDefective wills and estate plans can cost a bundlePoor counsel and errors of omission can give advisors with otherwise sterling reputations a bad name. ...
October 01, 2005
Financials Come in All FlavorsFinancial services stocks have bloomed under a benign climate of historically low interest rates the past few years. Now that the Federal Reserve is committed...
September 29, 2005
Overcoming The Generation Gap On Estate PlanningParents are readier to talk about inheritances than boomers thinkDefying a long-held taboo, parents in their 70s are far more likely to be comfortable ...
September 28, 2005
Overcoming The Generation Gap On Estate PlanningParents are readier to talk about inheritances than boomers thinkDefying a long-held taboo, parents in their 70s are far more likely to be comfortable ...
September 18, 2005
The Web Vs. The Real World: Who Do You Trust?There are some questions in life that just shouldn't be asked, and if someone does ask them, should be ignored or answered with great trepidation--at ...
September 18, 2005
The Web Vs. The Real World: Who Do You Trust?There are some questions in life that just shouldn't be asked, and if someone does ask them, should be ignored or answered with great trepidation--at ...
September 01, 2005
The Foreign Trust Tax SolutionThe topic of foreign trusts conjures up alluring images of secret bank accounts in exotic locations far from the prying eyes of the Internal Revenue...
August 25, 2005
Looking Beyond Repeal (Or Reform) Of The Estate TaSan FranciscoWhether or not permanent repeal of the estate tax becomes reality, the use of trusts for estate planning purposes will still enjoy broad ...