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
Roth IRA changes to weigh for the 2014 tax year
By Tom NawrockiNewly clarified IRS rules regarding 401(k)-to-Roth IRA rollovers could have tremendous estate planning implications.
March 10, 2015
Many HNW investors call themselves ‘self-directed,’ despite complex portfoliosWirehouses manage greatest share of HNW assets, but RIAs represent an increasing threat.
March 10, 2015
Many HNW investors call themselves ‘self-directed,’ despite complex portfoliosWirehouses manage greatest share of HNW assets, but RIAs represent an increasing threat.
March 10, 2015
In estate planning limbo: Ownership of the New Orleans SaintsThe family of Tom Benson, the New Orleans Saints and the entire NFL may have a huge mess to deal with.
March 10, 2015
In estate planning limbo: Ownership of the New Orleans SaintsThe family of Tom Benson, the New Orleans Saints and the entire NFL may have a huge mess to deal with.
March 04, 2015
How to annuitize an inheritanceAn annuity product can provide a valuable and often overlooked tool to accomplish a variety of estate planning goals.
March 04, 2015
How to annuitize an inheritanceAn annuity product can provide a valuable and often overlooked tool to accomplish a variety of estate planning goals.
March 04, 2015
The CRT: Give to Charity, Supplement Retirement IncomeTheres been a resurgence of interest in the charitable remainder trustheres how to determine if its appropriate for your clients.