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
Conventional wisdom in estate planning needs a change
By Herbert K. DaroffWithout proper planning, retirement accounts could be susceptible to both income and estate taxes.
July 23, 2014
On Inheritance, UBS Urges Families to Break the SilenceOnly 34% of affluent benefactors have even revealed their wealth to their children, UBS found in a study on family discussions of inheritance.
July 18, 2014
5 financial lessons from Game of ThronesThe complex plot of the popular TV series presents some interesting lessons for insurance professionals and for clients.
July 18, 2014
5 financial lessons from Game of ThronesThe complex plot of the popular TV series presents some interesting lessons for insurance professionals and for clients.
July 16, 2014
Bypass trusts after portabilityNew rules regarding portability have reduced some of the benefits of bypass trusts.
July 16, 2014
Bypass trusts after portabilityNew rules regarding portability have reduced some of the benefits of bypass trusts.
July 16, 2014
Ethical Wills: A Good Way to Get Close to ClientsIt may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
July 14, 2014
Superior Returns and Advisory Services, ‘for Free’Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.