Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
A few good reasons why stock options belong in estate plans
By Tom NawrockiIn recent years, stock options have become more and more common in estate plans, and for good reason.
April 23, 2015
For HNWs, One Advisor May Not Be Enough"It really takes a village to get the reporting done correctly" for some high-net-worth clients, says attorney Adrienne Penta of Brown Brothers Harriman.
March 17, 2015
2 ways to help protect non-U.S. spouses from estate tax liabilityThe U.S. government wants its estate taxes upfront from non-U.S. citizens.
March 10, 2015
In estate planning limbo: Ownership of the New Orleans SaintsThe family of Tom Benson, the New Orleans Saints and the entire NFL may have a huge mess to deal with.
March 10, 2015
In estate planning limbo: Ownership of the New Orleans SaintsThe family of Tom Benson, the New Orleans Saints and the entire NFL may have a huge mess to deal with.
February 25, 2015
Lessons from the Robin Williams' estate plan messEstate plans should be specific about who gets which items and should have professional witnesses to execute the plan.
January 28, 2015
The major estate planning market you may not know aboutEven one client in this group can make a huge difference to an estate planners practice.
January 28, 2015
The major estate planning market you may not know aboutEven one client in this group can make a huge difference to an estate planners practice.