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
California governor vetoes asset recovery bill
By Allison BellEnacting S.B. 1124 could have eliminated efforts to collect from surviving spouses.
September 24, 2014
The case for the child-owned life insurance policyMaking child-owned policies part of the toolkit could be one solution to the Achilles Heel of many an advisors practice.
September 24, 2014
The case for the child-owned life insurance policyMaking child-owned policies part of the toolkit could be one solution to the Achilles Heel of many an advisors practice.
September 13, 2014
7 ways to build trust onlineIts easy to build trust in persona direct gaze, a warm smile. And its possible to build trust online, too, if you follow these basic tips.
September 05, 2014
100 questions to ask in an estate planning interviewThe initial interview is critical in estate planning, both to shield against malpractice concerns and to ensure a stable and mutually beneficial client-advisor relationship.
September 03, 2014
Beware of ‘Cliff’ in New York’s New Estate Tax LawWilmington Trusts Sharon Klein considers some implications of the new state law, with one dangerous tax trigger at the edges.
August 25, 2014
Andy Friedman: 4 Reasons to Use a Trust to Preserve AssetsFamilies far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.
August 21, 2014
What’s the point of having or updating your estate plan?Estate planning has less to do with taxes and more to do with making sure your wishes are known and honored.