Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Intentionally Defective Trusts Have Non-Tax Benefits Too
By Jeremy P. GreenAlthough tax benefits are very important, there are many non-tax benefits as well when intentionally defective trusts are used in an irrevocable life insurance trust.
June 01, 2009
Advisors Ask Who's Trustworthy?It 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 31, 2009
Turning mistrust into goldTrust in business has plummeted to a 10-year low, according to Edelman, a global PR firm.
May 13, 2009
Feds: Trust Funds Face RuinThe finances of the funds that back Medicare programs look even worse this year than they did in 2008, the Medicare trustees report.
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...