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 Zero Estate Tax Strategy
By Tim TrockenbrotI once joined a meeting between a financial advisor and a client who had a $100 million estate. The advisor was sounding the alarm bell ...
April 08, 2006
Planning For Those With Special NeedsBuying investment properties for clients or deciding whether they can go vacationing with a friend in Florida is not normally considered part of the job description of the financial advisor.
April 02, 2006
How SVUL Hybrids Offset Estate Planning RisksClients intending to leave a legacy to children and grandchildren have a need for estate planning. They want to avoid the bite of estate taxes ...
April 02, 2006
How SVUL Hybrids Offset Estate Planning RisksClients intending to leave a legacy to children and grandchildren have a need for estate planning. They want to avoid the bite of estate taxes ...
February 01, 2006
THE GLUCK REPORT, Part II:On Being a LeaderHave you ever seen your one of your managers--a grown man--cry after your staff tells him he is a leader and urges him to stop...
January 01, 2006
Charitable Lead Trusts: The Overlooked Exit StrategyToday's life insurance planning environment provides sophisticated techniques to help clients create, retain and transfer their wealth. Many of these concepts initially offer great tax ...
January 01, 2006
Charitable Lead Trusts: The Overlooked Exit StrategyToday's life insurance planning environment provides sophisticated techniques to help clients create, retain and transfer their wealth. Many of these concepts initially offer great tax ...
January 01, 2006
The Special Needs Trust: Overlooked And UnderutilizedLast year, much of the country joined the debate concerning Terri Schiavo and became better educated on planning issues involving special needs individuals. While the ...