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
Women: ‘The Largest Emerging Market in the World’
By Bernice NapachThe conversation is shifting from "stark gender comparisons toward discussions that focus on how the investing world must adapt and embrace women," says Mellody Hobson.
May 08, 2015
A few good reasons why stock options belong in estate plansIn recent years, stock options have become more and more common in estate plans, and for good reason.
May 08, 2015
A few good reasons why stock options belong in estate plansIn recent years, stock options have become more and more common in estate plans, and for good reason.
May 06, 2015
3 Estate Planning Strategies for a Low-Rate EnvironmentEven with the generous $5.4 million estate tax exemption, some of your HNW clients can benefit from these strategies in the current low-interest-rate environment.
May 04, 2015
It all comes down to trustIf you can get people to trust you, youre half way there. So how do you build trust? By being trustworthy.
May 01, 2015
HNWs Worry About Unintended Consequences of a Big InheritanceMany wealthy people worry that too large an inheritance will discourage family members from reaching their full potential, a Merrill study finds.
April 23, 2015
For HNWs, One Advisor May Not Be Enough"It really takes a village to get the reporting done correctly" for some high-net-worth clients, says attorney Adrienne Penta of Brown Brothers Harriman.
April 21, 2015
Protecting windfalls: GRATs versus dynasty trustsThe basic choice comes down to whether the client wants to fund a trust for appreciating assets in the near or longer term.