Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Advisors Ask Who's Trustworthy?
By Bill MillerIt seems like a pretty straightforward question. Until a year ago, we probably didn't give it much thought. Now, it seems like everyone is asking...
May 04, 2009
Timing Is Right For Leveraged Wealth TransfersAdvanced planning continues to function in a tax and economic environment that places a premium on wealth transfer strategies that leverage the federal gift tax exemption...
May 03, 2009
Timing Is Right For Leveraged Wealth TransfersAdvanced planning continues to function in a tax and economic environment that places a premium on wealth transfer strategies that leverage the federal gift tax exemption...
April 28, 2009
Panel To Hold AIG HearingA congressional committee chief has asked Edward Liddy and several members of an American International Group Inc. oversight body to appear at a hearing.
April 05, 2009
Take Advantage Of The GST Exemption TodayEven estate planning professionals sometimes struggle with the generation skipping tax...
March 31, 2009
Due diligence? Get serious (Part II)Last month, I discussed how due diligence went past due in our business ... with devastating results. This month, I'd like to talk about the resurgence of due diligence--and what it all means. Clearly, the lack of due diligence has
February 02, 2009
Flexible Strategies To Deploy In Uncertain TimesAccording to the Tax Policy Center, as a candidate for President, Barack Obama said he would make the estate tax permanent...
February 01, 2009
Flexible Strategies To Deploy In Uncertain TimesAccording to the Tax Policy Center, as a candidate for President, Barack Obama said he would make the estate tax permanent...