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
Clients Regret Their Irrevocable Trusts? Try the ‘Decanting’ Solution
By William H. Byrnes, Robert BloinkFor clients who regret establishing irrevocable trusts, many states now allow modifications to those trusts.
March 15, 2017
Tax Planning for Business Succession and Stock Purchase AgreementsTax Facts experts answer questions regarding regarding business succession and stock purchase agreements.
March 14, 2017
Estate Planning: The Family Limited Partnership StrategyA recent Tax Court ruling provides valuable lessons in how HNW clients can use this strategy to minimize transfer taxes, legally.
March 09, 2017
Digital assets and estate planning in 2017Being able to manage a client's online personal and financial records is now essential to comprehensive estate planning.
March 09, 2017
Digital assets and estate planning in 2017Being able to manage a client's online personal and financial records is now essential to comprehensive estate planning.
March 08, 2017
Estate Planning: Life Insurance and the Gross Estate of the InsuredTax Facts experts answer questions like: What benefits payable at death are included in the term life insurance for estate tax purposes?
March 06, 2017
PriceWaterHouseCoopers, fake news and the future of trusted advisorsIts been a long road back to gaining the publics trust from the 2008 financial crisis, but the industry is making progress.
March 02, 2017
Winklevoss Twins Await Imminent SEC Decision on Bitcoin ETFTheyre one of three groups vying to gain regulatory approval; a bitcoin ETF could attract $300 million in assets in a week.