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
Captive insurance companies and life insurance: A very bad combination
By Hale StewartShould a captive purchase a whole life policy as part of its investment portfolio? Probably not.
November 07, 2013
10 common estate planning mistakes (and how to avoid them)Do your clients lack liquidity? Do they have the right executor? Ask these questions annually to ensure that their financial plan is in shape.
November 07, 2013
10 common estate planning mistakes (and how to avoid them)Do your clients lack liquidity? Do they have the right executor? Ask these questions annually to ensure that their financial plan is in shape.
November 06, 2013
The weak linkIs the day coming when corporations wont be able to use trusts to shield themselves from taxes?
November 06, 2013
We must embrace Dave Ramsey as an expertRamsey's advice is bad, but you shouldn't tell your clients that.
November 06, 2013
We must embrace Dave Ramsey as an expertRamsey's advice is bad, but you shouldn't tell your clients that.
November 06, 2013
Can a Twitter Freeze Slash Your Client’s Tax Bill?Although it might seem that your clients have little in common with Twitters executives, the companys IPO documents suggest otherwise.