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 windfalls: GRATs versus dynasty trusts
By Tom NawrockiThe basic choice comes down to whether the client wants to fund a trust for appreciating assets in the near or longer term.
April 10, 2015
5 Steps to Help College Graduates With Student DebtProviding solid postgraduate financial planning can help your clients children get off on the right foot while solidifying ties with your clients.
April 10, 2015
10 Best & Worst States for Low-Income TaxpayersState and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
April 08, 2015
When Stock Appreciates: Rethinking Clients’ GRAT Asset AllocationsMany clients who established grantor retained annuity trusts (GRATs) are now experiencing sellers remorseespecially those clients who funded a GRAT with appreciating stock.
April 06, 2015
Overturning a suspect will: a case studyBe warned: Even when a will is overturned, the spouse is still entitled to a share of the estate -- up to half of the proceeds.
April 06, 2015
Overturning a suspect will: a case studyBe warned: Even when a will is overturned, the spouse is still entitled to a share of the estate -- up to half of the proceeds.
April 01, 2015
CLATs: Maximizing Philanthropy and Wealth Transfer for ClientsFor high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
March 24, 2015
Little-Known Tax Provision That Every Estate Planner Should KnowThe 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.