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
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November 22, 2011
Pass The Turkey With A Side Of MORE Celebrity Estate Planning Stories (Forbes)Want to broach the controversial subject of estate planning over Thanksgiving dinner this week? Try using a celebrity anecdote to get family members more comfortable talking about hard decisions.
November 22, 2011
Pass The Turkey With A Side Of MORE Celebrity Estate Planning Stories (Forbes)Want to broach the controversial subject of estate planning over Thanksgiving dinner this week? Try using a celebrity anecdote to get family members more comfortable talking about hard decisions.
November 17, 2011
Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational PlanningIn the first of a series of postings, Cam Thornton explains the concept of heritage planning, and goes beyond the buzz to explain the value of preparing families to inherit more than just money.
November 15, 2011
HNW Risk Management at Home: Protecting Clients From Help and ContractorsMerely relying on referrals and job agencies wont protect high-net-worth clients, but taking these steps will.
November 14, 2011
Northern Trust: Workers Below Age 35 Lagging in DC Plan Participation RatesAccording the study, plan sponsors reported strong participation rates of 71% or higher among the majority of employees, but younger employees lagged their older counterparts.
November 11, 2011
One Man’s Quest to Find an Indie RIA BuyerWhen Harry Rady flew to New York from San Diego recently, he was on a mission: to find an independent RIA that would buy him out.
November 06, 2011
Donor Advised Funds: A Less Expensive Charitable Alternative?Donor Advised Funds can allow your clients to align their planning and charitable aspirations.