Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Down to the wire
By David PortFeel like the looming changes to federal estate tax have created more than their share of confusion?
August 25, 2010
State of Estate TaxationThe golden age of estate planning/wealth transfer is upon us. The stars, moon and earth have aligned to make this a key area for us in the financial services industry.
August 25, 2010
State of Estate TaxationThe golden age of estate planning/wealth transfer is upon us. The stars, moon and earth have aligned to make this a key area for us in the financial services industry.
July 26, 2010
Estate Planning: The Trusteed IRAEstate planning that contemplates retirement plans is becoming more prevalent and important.
July 26, 2010
ADVICE Column: Estate Planning and the Trusteed IRAWhat do money managers need to know now?
July 20, 2010
Estate Planning: Interest Rate Drop Enhances Wealth Transfer OpportunitiesWith the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again.
April 19, 2010
When Crafting The Estate Plan, Bring The Kids To The TableMost well-crafted estate plans incorporate copious amounts of paperwork: wills, trusts, powers of attorney, health care proxies and other key documents.
April 18, 2010
When Crafting The Estate Plan, Bring The Kids To The TableMost well-crafted estate plans incorporate copious amounts of paperwork: wills, trusts, powers of attorney, health care proxies and other key documents.