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
Beware of stepkids feuding over the family fortune
By Ben StevermanA new survey by UBS Wealth Management shows just how challenging estate planning can be for wealthy blended families.
August 11, 2015
Dealing with out-of-state property issues in estate plansIt's vital that family members participate in estate planning decisions involving out-of-state property.
August 11, 2015
Dealing with out-of-state property issues in estate plansIt's vital that family members participate in estate planning decisions involving out-of-state property.
August 06, 2015
New Hire Roundup: Merrill Adds Teams From Barclays, Morgan StanleyMeanwhile, global independent fund administrator Trident Fund Services appointed Thalius Hecksher to the newly created position of global director.
July 31, 2015
Repeal of IRC section 1031: What your clients need to knowIRC Section 1031, a heavily used tax and estate planning strategy, is being threatened now by government officials.
July 31, 2015
Repeal of IRC section 1031: What your clients need to knowIRC Section 1031, a heavily used tax and estate planning strategy, is being threatened now by government officials.
July 30, 2015
What (and why) you need to know about digital estate planningMost Americans don't plan their estates a problem that is becoming harder to manage now that so many financial transactions happen online.
July 27, 2015
Estate Planning for the Modern Family: It’s Complicated, and Advisors Fall ShortSeventy percent of high-net-worth and affluent investors in a UBS survey said they felt financial advice was designed only for "traditional" families.