Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
The pros and cons of separate trusts among couples
By Tom NawrockiTrust can be an integral part of every marriage, but there are instances when a separate trust may make more sense.
November 14, 2013
4 specialty trusts your clients might needDo your clients want more control over how heirs spend their money? These solutions can help.
November 13, 2013
A month after the shutdown, Republicans are more trusted to govern than ObamaShutting down the government might be less damaging to your career than reforming health care.
November 12, 2013
Democrats, Republicans join to fix trust glitchCurrent law bars people with disabilities from setting up their own special needs trusts.
November 06, 2013
The weak linkIs the day coming when corporations wont be able to use trusts to shield themselves from taxes?
November 06, 2013
Can a Twitter Freeze Slash Your Client’s Tax Bill?Although it might seem that your clients have little in common with Twitters executives, the companys IPO documents suggest otherwise.
November 04, 2013
How Twitter can slash your client's tax billAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.
November 04, 2013
How Twitter can slash your client's tax billAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.