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
Estate Planning: The Family Limited Partnership Strategy
By Robert Bloink, William H. ByrnesA recent Tax Court ruling provides valuable lessons in how HNW clients can use this strategy to minimize transfer taxes, legally.
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.
February 28, 2017
The ‘Death Tax’ Deserves to LiveThe much-maligned estate tax is far better than its detractors claim and should be restored to its 1980s levels.
February 28, 2017
Irrevocable trusts remain powerful in estate planningIncorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
February 28, 2017
Irrevocable trusts remain powerful in estate planningIncorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
February 27, 2017
Why Estate Planning Still Matters in an Uncertain Tax EnvironmentWhat can advisors do now to help clients protect their assets and the people they care about?