Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
What’s the point of updating your client’s estate plan?
By Lloyd LoftonEstate planning has less to do with taxes and more to do with making sure your clients wishes are known and honored.
May 08, 2015
A few good reasons why stock options belong in estate plansIn recent years, stock options have become more and more common in estate plans, and for good reason.
May 06, 2015
3 Estate Planning Strategies for a Low-Rate EnvironmentEven with the generous $5.4 million estate tax exemption, some of your HNW clients can benefit from these strategies in the current low-interest-rate environment.
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.