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
Pre-election estate and life insurance planning
By Ed McCarthyWith just under two months until Election Day 2016, its worth considering how each candidates proposals could affect your clients estate plans.
September 06, 2016
RUFADAA: The most important law you’ve never heard ofRUFADAA solves many of the problems faced when executing a legal digital estate plan, but it isn't yet federal law.
August 24, 2016
5 Tips on Estate Planning to Avoid Common Pitfalls and DistressYou may be the first to spot potential estate planning problems and address them before it is too late.
August 24, 2016
5 mistakes estate executors makeNaive executors risk making mistakes that can put the estate in jeopardy.
August 18, 2016
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
August 11, 2016
Famed Investor Bill Miller Leaves Legg Mason After 35 YearsMiller to buy Legg Masons stake in his fund company LMM; move ends Millers long relationship with Legg Mason.
August 09, 2016
Top 5 Tips for Nonprofessional TrusteesFollowing these suggestions will help even nonprofessional trustees understand their responsibilities and avoid typical pitfalls.
August 04, 2016
Treasury Proposes to Close Estate and Gift Tax LoopholeThe loophole primarily affects families' stakes in businesses, Rose Watson of Commonwealth Financial says.