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
M*A*S*H Star Turned Mogul Wayne Rogers Blasts Tax Code, Offers Tips
By Jane Wollman RusoffM*A*S*H TV star and serial businessman Wayne Rogers discusses why the tax code is broken and has some choice words for Dodd and Frank.
March 31, 2014
How to avoid the generation-skipping transfer taxThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
March 27, 2014
8 Key Tips to Keep HNW Clients Happy"Working with affluent people and the complex situations they bring is where it gets really fun, says Andrea Blackwelder of Wisdom Wealth Strategies.
March 25, 2014
Test your knowledge: celebrity estate mistakes [infographic]Can you correctly match these six celebs to their respective estate planning blunders?
March 23, 2014
Prospects suffering from PTRSD?Your dream clients are likely suffering from PTRSD (Post-Traumatic Recessionary Stress Disorder). What they need is someone they can trust.
March 20, 2014
6 tragic celebrity estate plansEven the rich and famous make disastrous estate decisions. Julius Giarmarco, an estate expert, provides insight into navigating celebrities' complex plans.
March 20, 2014
6 tragic celebrity estate plansEven the rich and famous make disastrous estate decisions. Julius Giarmarco, an estate expert, provides insight into navigating celebrities' complex plans.
March 19, 2014
Guidelines to follow when considering a trust protectorMany trustholders would benefit by establishing a trust protector, but others are better off without one.