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
NFL Players’ 6 Biggest Estate Planning Mistakes
By Maria WoodThey may be living out their childhood dreams, but professional football players can find themselves in a financial nightmare if they're not careful.
January 24, 2014
12 more estate planning tax facts you need to knowYour clients have questions and now you have answers.
January 23, 2014
The pros and cons of separate trusts among couplesTrust can be an integral part of every marriage, but there are instances when a separate trust may make more sense.
January 06, 2014
Divorce Planner’s Novel Approach Leads to Lucrative BusinessThe overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.
December 20, 2013
Popular IRAs, Annuities Have DownsidesA CPA, wealth manager and lawyer share tips for investors on these common investment vehicles.
December 17, 2013
10 Ways Annuities Can Benefit Estate PlansA principal goal of many estate plans is to provide income to heirs. This goal can often be achieved with immediate or deferred annuities.
December 13, 2013
New Year’s tax changes: what to expectMany of the changes are indexed to inflation, and with the CPI running at a tepid 1.0 percent, the increases are modest.
December 13, 2013
New Year’s tax changes: what to expectMany of the changes are indexed to inflation, and with the CPI running at a tepid 1.0 percent, the increases are modest.