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
Protecting a no-contest clause: What you need to know
By Tom NawrockiIf the client wants to include a no-contest clause in an estate plan, makes sure that plan is exceptionally clean.
August 24, 2015
How to Save a Spousal IRA RolloverA common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
August 19, 2015
Guarding against charges of undue influence in estate planningA courts invalidation of a will based on undue influence requires several essential elements.
August 19, 2015
Guarding against charges of undue influence in estate planningA courts invalidation of a will based on undue influence requires several essential elements.
August 18, 2015
There’s Gold in Them Thar Hills. And Art. And Condos.Gold has taken a back seat to fine art and high-end residences as a store of wealth. Are you helping clients manage those assets' risk?
August 14, 2015
Beware of stepkids feuding over the family fortuneA new survey by UBS Wealth Management shows just how challenging estate planning can be for wealthy blended families.