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
Whitney Houston Estate to Gain; Questions Remain
By Ryan Nakashima, AP Business WriterWhitney Houston's estate is getting a post-mortem boost.
February 02, 2012
Heritage Planning Pt. 5: Process for Creating the Heritage StatementTo create true multi-generational planning, you have to have the right advisor team and engage your client to define a shared vision. Here's where to start.
February 01, 2012
Estate Tax Limbo Likely to End This YearThe consensus among tax specialists is that Congress is most likely to address the estate tax when it decides late this year whether to extend the Bush tax cuts.
January 31, 2012
TRUST: Don't Leave Home Without ItHere are three principles you can follow to develop trust.
January 27, 2012
Fidelity Hires Away Trust Co. Senior Sales Exec OrosIn a surprise move on Friday, clearing and custodial firm Trust Company of America announced that vice president of national sales Bob Oros is leaving to become EVP of RIA sales and relationship management at Fidelity Investments.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 20, 2012
IMCA Conference Comes to NYC Featuring Ezrati, GolubIMCA will bring a wealth of speakers to its Jan. 30-31 consultants conference on Times Square in New York City.
January 17, 2012
Collective Investment Trusts: To Trust or Not to Trust? (U.S. News)Collective investment trusts, or CITs, might take off this year, as 401(k) managers look for lower-cost options. But are they safe?