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
After DOMA, Financial Planning Still a Challenge for Same-Sex Couples
By Danielle AndrusMore and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.
October 10, 2014
Trust-owned life insurance = opportunities for insurance professionalsWith interest rates at record lows, TOLIs should be reviewed regularly to determine the risk of lapse.
October 10, 2014
Trust-owned life insurance = opportunities for insurance professionalsWith interest rates at record lows, TOLIs should be reviewed regularly to determine the risk of lapse.
October 07, 2014
Under the Hood: What You Need to Know About the Federal Estate TaxWhats included in the estate, whats the tax on that estate and what are the resources for learning more, including designations to consider achieving.
October 03, 2014
6 celebrity estate planning lessons from 2014Take a look at these six celebrities estate plans from 2014 and see who prepared well and who could have planned better.
October 03, 2014
6 celebrity estate planning lessons from 2014Take a look at these six celebrities estate plans from 2014 and see who prepared well and who could have planned better.
September 30, 2014
Are You a Crummey Advisor or Just a Crummy Advisor?When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
September 29, 2014
RCS to Add Girard; Renames IBD GroupRCS Capital has said it is buying independent broker-dealer Girard Securities. The news came right after RCAP said its rapidly growing IBD network will…