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
George Clooney Makes Estate Planning Sexy (Forbes)
By Staff Writer"The Descendants" calls attention to estate planning issues on the big screen.
February 24, 2012
Could the End of the Inherited IRA Be Near?The benefit of inherited IRAs could be eliminated soon through a plan proposed recently by the Senate Finance Committee.
February 23, 2012
The End of Trusts?Despite the current estate tax climate, there are still valid reasons advisors should have this structure in their arsenal.
February 23, 2012
The End of Trusts?Despite the current estate tax climate, there are still valid reasons advisors should have this structure in their arsenal.
February 22, 2012
Estate Settlement Solutions for Small EstatesYour client doesn't need a seven-figure estate to require advanced planning.
February 22, 2012
Estate Settlement Solutions for Small EstatesYour client doesn't need a seven-figure estate to require advanced planning.
February 14, 2012
Whitney Houston Estate to Gain; Questions RemainWhitney Houston's estate is getting a post-mortem boost.