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
Having Children Can Ruin Your Retirement
By Ben StevermanOne obstacle is the $9,400-per-year "motherhood penalty."
September 14, 2017
Sanders Calls for a 65% Top Estate Tax RateThe provision, in an S. 1804 funding supplement, would affect couples with $1 billion or more in assets.
September 13, 2017
IRA Beneficiary Designation FormsSo, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
September 12, 2017
Planning for the Suddenly Wealthy: Call In the SWATT TeamComing into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
September 07, 2017
The Basics of Establishing an Irrevocable Life Insurance TrustAn ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.
September 07, 2017
Legal Arrangements Other than MarriageHere's another look at how clients' household arrangements can affect planning strategies.
September 06, 2017
DoubleLine Hires Exec for Latin America; Ariel Elects New Board MemberJoel Pea, a former Pimco and Robeco employee, has a new role, as does Heather Tookes of Yale's School of Management.
September 05, 2017
N.Y. Daily News Acquired by Tronc, Journalism's Would-Be SaviorThe 'newspaper deal' involves a $100 million pension risk transfer.