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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By Warren S. HerschThe 2010 Tax Relief Act was supposed to give a two-year reprieve to the sunset of the Bush tax cuts. But will they do more harm than good?
August 18, 2011
IRS Finally Issues Guidance on 2010 Estate TaxEstates of decedents who died in 2010 finally have guidance from the IRS on how to opt out of estate tax treatment and allocate carryover basis to estate property.
August 17, 2011
Wealth Transfer Implications of U.S. Debt DowngradeAn increase is possible in safe-harbor interest rates for intra-family debt transactions
August 11, 2011
IRA Owners on Brokerage Chopping BlockIndividual retirement account holders may find themselves brokerless if the DOL adopts its proposed fiduciary duty rules.
August 11, 2011
Lessons for U.S. Advisors—and Regulators—on Risk, Suitability From OverseasPaying attention to consumer needs is no longer whistling in the wind. Its a global tornado.
August 10, 2011
Making marketing personalHere's the truth -- you can be a brilliant salesperson, but if you don't know how to be a successful marketer, you're probably not going to get anywhere.
August 10, 2011
Making marketing personalHere's the truth -- you can be a brilliant salesperson, but if you don't know how to be a successful marketer, you're probably not going to get anywhere.
August 09, 2011
The Perils of PrognosticationStrategists from most Wall Street experts predicted 10-12% market growth for 2011 while only two called for minor declines.