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
Changing your domicile: weighing estate costs and benefits
By Herbert K. DaroffA change of residence that produces certain benefits could create unanticipated tax, legal and people issues.
July 14, 2015
5 tips for keeping original paperwork of key estate planning documentsOlder copies of a will or estate plan can create confusion or allow disgruntled heirs to sow confusion.
July 13, 2015
Final Regs Clear Path to Portability for Smaller EstatesClients leaving relatively modest estates should pay attention to the recently released IRS final regulations governing the deceased spousal unused exclusion amount.
July 11, 2015
How clarity leads to trust onlineA fancy new website with all the bells and whistles is great. Just make sure you dont neglect the writing.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
June 29, 2015
Does Gay Marriage Ruling End a Financial Planning Niche?The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
June 26, 2015
What every married couple needs to know about estate planningHere's the seven-point checklist your clients need to make sure their financial ducks are in a row.