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
Wealthy Clintons use trusts to avoid estate tax they back
By Richard RubinThe Clintons are using financial planning strategies befitting the top one percent of U.S. households in wealth.
June 18, 2014
Living trust scams: What to watch forReputable estate planners need to be aware of what scammers are pushing, if only to assuage the fears of their clients.
June 17, 2014
Wealthy Clintons Use Trusts to Limit Pain of Estate TaxesBill and Hillary Clinton have long supported an estate tax to prevent the domination of inherited wealth. That doesnt mean they want to pay it.
June 17, 2014
2 Tax-Efficient Savings Strategies for Right Now: Tax Season Lesson, Pt. 2Here are some counterintuitive strategies to save money in the most tax-efficient manner today (which might change as the IRC changes).
June 17, 2014
5 Things Senior Clients Wish Their Advisors KnewMore than 200 seniors responded to a survey by LifeHealthPro about their likes, needs, financial concerns, career outlook and asset base.
June 03, 2014
Letter of intent: a useful component of an estate planThere are many things a Letter of Intent cannot do, and any client who issues one should be aware of them.
June 03, 2014
Letter of intent: a useful component of an estate planThere are many things a Letter of Intent cannot do, and any client who issues one should be aware of them.
May 29, 2014
That $41 Trillion Wealth Transfer Now Officially $59 TrillionThe vaunted $41 trillion wealth transfer that is the subject of every advisor conference has been freshly updated: It has now reached $59 trillion.