Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
How Flexible Can You Be?
By Carl FriedrichIn the estate planner's tool chest of legal devices, perhaps none is more handy than the trust protector: A person or corporation who, depending on the terms of the trust...
December 01, 2007
A Taxing DilemmaAs another year draws to a close and clients find themselves thinking of the future, perhaps one New Year's resolution will be to get around...
November 18, 2007
Boomers Who Break The Mold By Planning Their Legacy EarlierWhen it comes to deciding how best to transfer one's assets to the next generation, no age is too early start. So say observers who ...
November 13, 2007
Family businesses and estate planningNearly 1/3 of family business owners have no estate plan beyond a will.* 54%: Percentage of family business owners who indicate a clear understanding of estate taxes.* Fewer than 1/2 of family business owners who expect to retire in f
November 12, 2007
Family businesses and estate planningNearly 1/3 of family business owners have no estate plan beyond a will.* 54%: Percentage of family business owners who indicate a clear understanding of estate taxes.* Fewer than 1/2 of family business owners who expect to retire in f
November 11, 2007
The GRAT: An Estate Planning Opportunity For Today's MarketsThe volatility last August was disheartening to many investors, particularly those who saw their equity investments drop in value. But the depressed prices can offer ...
November 11, 2007
The GRAT: An Estate Planning Opportunity For Today's MarketsThe volatility last August was disheartening to many investors, particularly those who saw their equity investments drop in value. But the depressed prices can offer ...
October 23, 2007
The estate tax conundrum54% of affluent Americans (annual household incomes of $150,000 or more) surveyed have taken steps to plan their estates. 37% of affluent Americans surveyed have not taken any steps to plans their estates. 33% of those surveyed say th