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
Estate Tax: U.S. Tax Court Limits Estate’s Credit for Tax on Prior Transfers
By Michael S. FischerU.S. Court agrees with IRS: Limits apply to prior transfers estate tax credit and rules on QTIP protection.
October 07, 2010
Estate Planning: A Trust for Your Personal ResidenceWhen is wealth transfer using a personal residence part of a smart estate plan?
October 05, 2010
Millenials, Gen Xers Seek Stodgy Security, Says Guardian LifeInsurance policy buyers under the age of 40 are choosing whole life over other asset alternatives and paying off their policies early, according to Guardian Life Insurance Co. of America.
October 04, 2010
Do What You LoveI can tell you, taking a job for the money, or even the lifestyle, are among the worst of reasons.
October 01, 2010
The Role of Multigenerational RetreatsAs I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...
October 01, 2010
The Seven Secrets of a Purposeful LegacyOver the past 10 years, wealth consultant John Warnick of Family Wealth Transitions & Solutions in Denver has evolved a way of helping clients communicate...
October 01, 2010
Down to the wireFeel like the looming changes to federal estate tax have created more than their share of confusion?
September 30, 2010
Down to the wireFeel like the looming changes to federal estate tax have created more than their share of confusion?