Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Recruiting Roundup: Merrill Grabs Morgan Team, Makes Leadership Changes
By Marlene Y. SatterMeanwhile, Bay Area wealth management firm B|O|S adds Judith Gordon as an estate planning advisor.
March 17, 2016
4 Tax-Efficient Ways to Pay for College, Pt. 2: 529 Plans and TrustsThe pros and cons of paying for a child's college expenses using 529 college savings plans and the less-widely-used but nevertheless often beneficial irrevocable trusts.
March 14, 2016
When Trusts and Annuities Collide, Big Tax Damage Can FollowTrusts and annuities can play powerful planning roles for clients, but when the two strategies collide, the tax consequences can be disastrous.
March 10, 2016
Using Irrevocable Trusts to Pay for College: One Important CaveatUsing an irrevocable trust to pay for a child or grandchild’s education has many benefits. However, there is one important caveat.To accomplish the…
March 01, 2016
How Advisors Can Stop Losing Clients’ Heirs as ClientsWith the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients inheritors is an increasingly valuable advisory skill.
February 16, 2016
Combine ILITs with IRA trusts to maximize inherited IRA benefitsCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 16, 2016
Combine ILITs with IRA trusts to maximize inherited IRA benefitsCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 16, 2016
Republicans shift attacks from Obama to each other over ScaliaCruz is running an ad questioning the kind of justice Trump might pick.