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
The major estate planning market you may not know about
By Tom NawrockiEven one client in this group can make a huge difference to an estate planners practice.
January 21, 2015
State estate tax: Dealing with the domicile issuesJoan Rivers' estate was reportedly worth $150 million, so domicile issues will impact her primary heir, Melissa.
January 21, 2015
State estate tax: Dealing with the domicile issuesJoan Rivers' estate was reportedly worth $150 million, so domicile issues will impact her primary heir, Melissa.
January 20, 2015
10 Top Trusts and Estates Trends for 2015Estate taxes, charity donations and divorce are just a few areas where legal moves in New York could shape other states laws.
January 20, 2015
4 Steps to Get a Client—and a Prospect—to Trust YouExploring why a client or prospect may have difficulty trusting an advisor, and what you can do about it.
January 13, 2015
Saving taxes? Is that really ever the right objective?A key financial objective for clients should be to find the most cost-effective and tax-efficient way to pay for expenses.
January 13, 2015
Saving taxes? Is that really ever the right objective?A key financial objective for clients should be to find the most cost-effective and tax-efficient way to pay for expenses.
January 13, 2015
Huge Wealth Transfer of $16 Trillion Estimated in Next 30 YearsPlan early to avoid a big estate tax hit, Wealth-X and National Financial Partners warn.