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
3 celebrity estate lessons
By Tom NawrockiCelebrities' estate planning mistakes, all easily avoidable, have cost their heirs millions of dollars.
February 20, 2014
Dealing with blended family issuesMost estate plans assume a simple, linear movement from generation to generation, but the reality is more complicated.
February 14, 2014
Ringing in a new life insurance era for same-sex spousesThe Windsor decision, the IRS and DOL's rulings and ATRA have eased ownership and use of cash value policies.
February 14, 2014
Ringing in a new life insurance era for same-sex spousesThe Windsor decision, the IRS and DOL's rulings and ATRA have eased ownership and use of cash value policies.
February 10, 2014
Estate planning benefits of intra-family loansIntra-family loans allow high-net-worth parents to move assets out of their estate.
February 10, 2014
Estate planning benefits of intra-family loansIntra-family loans allow high-net-worth parents to move assets out of their estate.
February 04, 2014
IRS Grants Reprieve for Late Portability ElectionsThe IRS has provided a limited reprieve for clients who didn't take advantage of the portability of a first-to-die spouses unused estate tax exemption.
February 04, 2014
Preparing for a conservatorshipThere are ways to mitigate the difficulties of a conservatorship or even help clients to avoid one.