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
New Year’s tax changes: what to expect
By Tom NawrockiMany of the changes are indexed to inflation, and with the CPI running at a tepid 1.0 percent, the increases are modest.
December 05, 2013
5 estate planning tasks your clients should do before 2014There are many asset-protecting strategies that can be put in place at year-end. These are the ones your clients should know about.
December 05, 2013
5 estate planning tasks your clients should do before 2014There are many asset-protecting strategies that can be put in place at year-end. These are the ones your clients should know about.
December 03, 2013
Accusers pack courtroom for Ponzi scheme hearingRichard Freer is accused of bilking tens of thousands of dollars in savings and retirement funds from mostly elderly clients.
November 27, 2013
Legacy planning for the uninsurable clientYour estate planning client doesn't qualify for life insurance. Now what?
November 26, 2013
Legacy planning for the uninsurable clientYour estate planning client doesn't qualify for life insurance. Now what?
November 20, 2013
How to target today’s senior marketBoomers are approaching retirement in their own unique way. Heres what you need to know.