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
Texas Billionaire’s Odd Way of Saving Heirs Some Tax Dollars
By Matt LevineIt's not actually a good idea to lose $2.8 billion to save $1.1 billion in taxes.
July 02, 2014
The Medicare surtax: Is it avoidable?Complex trusts should consider the Medicare surtax issue as an opportunity to extend a bypass trust to all descendants.
June 30, 2014
On Same-Sex Couples’ Money Matters, Confusion ReignsMany same-sex married couples dont talk about money, and many need advice on new laws, Wells Fargo says.
June 30, 2014
6 estate planning tips for womenOn average, women live six years longer than men; that creates several key differences in end-of-life planning issues.
June 30, 2014
6 estate planning tips for womenOn average, women live six years longer than men; that creates several key differences in end-of-life planning issues.
June 23, 2014
Weighing the alternatives to charitable remainder unitrustsCharitable remainder unitrusts, which held $86.9 billion in assets in 2011, are not the perfect option for everyone.
June 23, 2014
Weighing the alternatives to charitable remainder unitrustsCharitable remainder unitrusts, which held $86.9 billion in assets in 2011, are not the perfect option for everyone.
June 21, 2014
Customer loyalty requires these 3 thingsIf you want to build loyal relationships with your clients, they must come to know, like and trust you. Heres how to make that happen.