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
Ringing in a new life insurance era for same-sex spouses
By Peter McCarthy, JD, CLU, ChFCThe Windsor decision, the IRS and DOL's rulings and ATRA have eased ownership and use of cash value policies.
February 10, 2014
Estate planning benefits of intra-family loansIntra-family loans allow high-net-worth parents to move assets out of their estate.
February 04, 2014
IRS Grants Reprieve for Late Portability ElectionsThe IRS has provided a limited reprieve for clients who didn't take advantage of the portability of a first-to-die spouses unused estate tax exemption.
February 04, 2014
Preparing for a conservatorshipThere are ways to mitigate the difficulties of a conservatorship or even help clients to avoid one.
February 04, 2014
Preparing for a conservatorshipThere are ways to mitigate the difficulties of a conservatorship or even help clients to avoid one.
January 31, 2014
Second home questions to guide the client’s thinkingEstate planning tactics that clients employ can mitigate to a great extent the cost of owning a vacation home.
January 31, 2014
Second home questions to guide the client’s thinkingEstate planning tactics that clients employ can mitigate to a great extent the cost of owning a vacation home.
January 28, 2014
Income Taxes Can No Longer Be Ignored in Estate PlanningThe estate tax exemption may have been raised to $5.34 million, but that's far from the end of the story.