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
State estate tax: Dealing with the domicile issues
By Tom NawrockiJoan Rivers' estate was reportedly worth $150 million, so domicile issues will impact her primary heir, Melissa.
January 13, 2015
Saving taxes? Is that really ever the right objective?A key financial objective for clients should be to find the most cost-effective and tax-efficient way to pay for expenses.
January 13, 2015
Saving taxes? Is that really ever the right objective?A key financial objective for clients should be to find the most cost-effective and tax-efficient way to pay for expenses.
January 13, 2015
Huge Wealth Transfer of $16 Trillion Estimated in Next 30 YearsPlan early to avoid a big estate tax hit, Wealth-X and National Financial Partners warn.
January 13, 2015
The little-known tax provision that every estate planner should know aboutThe 65-day rule allows some trust distributions to be made after the New Year and still apply toward 2014.
January 13, 2015
The little-known tax provision that every estate planner should know aboutThe 65-day rule allows some trust distributions to be made after the New Year and still apply toward 2014.
January 12, 2015
5 financial tips to navigate through divorceThere are few life transitions more difficult than navigating a divorce. What does a person need to now to protect their finances?
January 12, 2015
5 financial tips to navigate through divorceThere are few life transitions more difficult than navigating a divorce. What does a person need to now to protect their finances?